Thank you for investing the time to learn about our branch team. We help our clients work toward their serious, long-term financial goals by learning their needs and values, then implementing tailored solutions. We believe it is important to take the time to listen and learn what is important to you before you invest your money.

We want to be a meaningful part of our clients' lives and are committed to building enduring relationships that span multiple generations. We are dedicated to providing top notch client service.

My early career was dedicated to providing solutions that supported multi-generational family-owned businesses, municipalities and public companies. Today, it is a joy to partner with clients to implement specific strategies and work together with them throughout their lives.

I have been a Minnesota resident since 2002. My wife, Jennifer, grew up in beautiful Red Wing and we decided to raise our family here. We believe volunteering in our community is a privilege. We hold leadership roles and hope to make a difference with the time we contribute.

If a lasting relationship matters to you, please reach out to our team of myself and Lori Carroll. We will enjoy learning what matters most to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

My Personal Interests

  • Skiing
  • Traveling
  • Car Restoration
  • Spending Time with Family
  • Volunteering

Office Information

Office Address

910 Main St Suite 203 Red Wing, MN 55066

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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