You worked hard your whole life for what you have and I understand that. I want to know what is important to you, whether it's to retire early, have a steady income in retirement, educate children or grand children, or save on taxes. I use an established process to build a personalized strategy, and partner with you throughout your life to help you stay on track. My clients value my ability to simplify their finances so they fully understand their financial strategy as we build a trusted relationship.
I graduated from Iowa State University with a degree in business administration. I have earned the CFP® Certification from the Certified Financial Planner Board of Standards Inc., as well as the ChFC® and CLU® designations.
I began my career with Edward Jones in 2008 and built my practice in Buffalo, MN. In 2018 I became a limited partner with Edward Jones. I feel blessed to have had the privilege to partner with my clients to achieve their financial goals and I love what I do.
My senior branch office administrator, Joyce Dehmer, earned her master's degree from Augsburg University and has many years of experience in finance and healthcare. Joyce is a client favorite who provides the highest level of service with a smile.
My wife, Alice, and I have made Buffalo our home as well as my business address. We enjoy all the outdoor opportunities this area offers, and we think it's important to be involved in our local communities.
Throughout it all, we're dedicated to providing you with excellent client service. But we're not alone. Thousands of people and advanced technology support our office so that we can help ensure you receive the most current and comprehensive guidance.
We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
- Portfolio Reviews
Phone NumberMark D Rethman at (763) 682-2298
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