I grew up in southern Wisconsin as the oldest of five active children in a small town where my grandfather and father built a successful small business. I've leveraged that entrepreneurial spirit into a successful practice with 25 years of industry experience in helping clients reach their goals. I'm happy to say that my business is so much more than just a job – it's an opportunity for me to fulfill my passion of helping to make a difference in the lives of families and businesses in our community.

I want to understand what's most important to you so that we can use an established process to create a personalized strategy to help reach your goals. My branch office administrator, Bridget Morgan, and I want to partner with you throughout your life to help keep you on track. We work with individuals, families, successful professionals, business owners and people with complex needs.

I came to Edward Jones because I felt they shared my values and vision. In addition to my practice, I've held numerous volunteer positions since 2005. My colleagues presented me with the Edward Jones Spirit of Caring Award in 2016 as recognition for my exceptional volunteer efforts. In 2018, I was asked to lead 70 Edward Jones branch office teams in the southwest Twin Cities Metro market and was named a principal in 2021. In 2022, I was named to the Next Gen Best in State Wealth Advisors for Minnesota.*

I attended the University of Minnesota's Carlson School of Business for both my BS and MBA, with an emphasis in finance and strategy. I also hold the AAMS™ professional designation.

When not at work, I enjoy spending time with my family and outdoors, especially fishing. Our two boys are extremely active in baseball, basketball, hockey, golf and all watersports. These activities keep my wife, Kelly, and me constantly on the go, and we wouldn't have it any other way!

I would love the opportunity to invest some time to find out what's most important to you and how I can help you reach your goals and fulfill your hopes and dreams.

*2022 Forbes Top Next-Gen Best-in-State Wealth Advisors in Minnesota, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Fishing
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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