As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2002, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Savage. I became a limited partner with Edward Jones in 2011.
I earned a bachelor's degree in accounting from Winona State University. In addition, I received the AAMS® professional designation in 2006 and the CFP® designation in 2013.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
We provide the investments, services and tools our clients need to work toward their financial future.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
Office Address8766 Egan Drive
Savage, MN 55378
Phone NumberMichael Schmid at (952) 445-6997
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