I grew up in Elk River, MN, the oldest of three boys. Raised by educators, I assumed I too would be an educator. I earned an English education degree from University of Eau Claire; however, this was not to be my path. Recognized by the college as a dynamic student leader, Edward Jones took notice of my skillset and recruited me. Today, I use my education degree in a different way, teaching my clients by making the abstract financial world understandable.

I have more than 20 years of financial planning experience and have been with the firm since 2003. I received my AAMS® designation in 2007. A thoughtful strategist, I have led clients through times of economic uncertainty such as 9/11, the 2008-09 financial crisis, and most recently, COVID-19.

Twenty years later, I still get excited to help and educate clients. I will take the time to listen to your goals and gain an understanding of what is most important to you. Based on your goals, I help build personal strategies using an established five-step process. My assistant, Cindy Boike, and I will partner with you along the way, helping to ensure you are on track to meet your goals as you navigate life's changes.

My passion for serving clients has led to numerous awards throughout my career. In 2014, I was recognized by my peers when I received the Edward Jones Spirit of Caring award, which recognizes financial advisors who exemplify the firm’s values and culture of giving back.

In addition to being a financial advisor, I was named a regional leader in 2019 which means I am responsible for nearly 60 branch teams in the greater Twin Cities area. I was named a limited partner in 2011. In addition, I hold a board member role at Mendakota County Club.

My wife, Kate, and I enjoy traveling, cooking and spending time with family and friends. In my free time, I enjoy golfing and attending Gopher football and basketball games.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Fine Dining

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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