In 2004, I began as a financial advisor with Edward Jones, launching a practice serving clients near where I grew up in northern Minnesota. In 2009, I was given the opportunity to relocate to the Edward Jones headquarters in St. Louis, where I was responsible for the Financial Advisor Career Development Program, our firm's one-of-a-kind, residency-style financial advisor training program.

My love for serving clients and their families led me back to being a practitioner, and I am thrilled to have been serving individual investors and business owners in the greater St. Louis area since 2015. With the recent widened use of teleconferencing, we've been fortunate to connect with and serve clients all across the country, but primarily right here in our local communities of St. Peters, St. Charles and O'Fallon.

Our practice, as you might presume, leads our clients through an intentional goal-oriented planning process that our clients expect of us (we like to say, "purposeFULL living follows intentional planning"). We do so only after meaningful discussion driven through a values and purpose-oriented lens. Only then can we begin to match up portfolio planning strategies with tax and estate considerations so that our clients "end up somewhere on purpose."

I earned my BA in elementary education at the College of St. Scholastica, and my MS in educational leadership from Minnesota State University. I serve as an Elder for Harvester Christian Church, and am a past chairman of a local Young Professionals, the United Way and Faith Haven House.

Today, I reside in St. Charles with my wife, Kate, and our two children, Isaiah and Maggie. Together, we enjoy Cardinals baseball, Minnesota Vikings football, traveling as a family and volunteering in various organizations in our community.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Woodworking
  • Home Improvement

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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