For over 27 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to help achieve your financial goals, such as building a personal retirement plan, saving for education, insurance strategies or business retirement planning.

I grew up in Huron, SD, spending a lot of time on family farms, learning the value of family and hard work. I graduated from Crown College with a bachelor's degree in history.

My wife, Janice, and I live in Rochester and have two grown children. We both believe it is important to give back to the community and are involved in a number of local charities giving our time and resources.

As my business has grown, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. I have been a coach to a number of financial advisors. A few years ago, I was blessed to be awarded with the Ted Jones Spirit of Caring Award. The Ted Jones Spirit of Caring Award is designed to recognize financial advisors who exemplify the values, culture and spirit of giving back. It is unique in the fact that the winners are selected by his/her peers in the region.

My branch team, Dawn O'Connell and Joy Kaul, have 32 years of combined experience. Working together, we believe it’s important to invest our time to understand what you’re working toward before you invest your money.

I get a great amount of personal satisfaction and significance from helping people get the Return on Life they desire. It's not just about the return on investments but it is living the kind of life that makes a difference with the people and causes that they care about.

Connect with me on LinkedIn.
Call us when we can be of service to you.

Focus areas

  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Table Tennis
  • History and Museums
  • Board Games
  • Volunteering
  • Golfing

Office Information

Office Address

3003 43rd Street NW Suite 104 Rochester, MN 55901

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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