Growing up on a small family farm in Washington State created an entrepreneurial drive in me. I live by the "work hard, play hard" motto, and I believe in laughing and having a lot of fun along the way. After graduating from Washington State University, I ventured to the Midwest to spend seven years with Continental Grain. I moved back home to Seattle (where, yes, it does rain a lot!) and tested my entrepreneurial spirit in an area where I had great passion throughout my life: financial services. Unfortunately, months of searching did not reveal the right cultural fit in the industry. Soon thereafter, however, a phone call with an old college buddy led me back to the food and agricultural industry for a 17-year career with Cargill.

Throughout my time at Cargill, my passion for long-term investing was never far behind, as I often found myself helping coworkers design portfolios and develop long-term strategies along the way. Years into my Cargill career, a chance meeting in Chicago with a partner from Edward Jones led to the opportunity I had been seeking all along.

My primary goal is to help you, an individual investor or small business, develop investment strategies geared toward your unique, long-term goals. Whether you need to plan for retirement, save for college or create tax-free strategies, I work closely with you, your CPA, and attorney to help determine the most appropriate financial strategy for you and your family. I work tirelessly to develop robust strategies personalized to fit your goals while getting to know you through camaraderie and laughter.

While not working, I enjoy spending time with my wife, Robyn, and two daughters boating on Lake Minnetonka, playing racquetball, snow skiing and getting together with friends. Besides being on the board of The Ladder for America, I am actively involved in the SW Metro business community.

Please contact me to discuss your situation and options. I look forward to meeting you soon.

Office Information

Office Address

600 Market Street Suite 250 Chanhassen, MN 55317

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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