As an Edward Jones financial advisor, I believe it is important to invest my time in understanding your goals and 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.
To begin my career in finance, 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.
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.
Though I held positions related to finance prior to Edward Jones, it was the connection with individual clients that drew me in. Getting to know each individual or family, tracking their goals and helping them achieve milestones is a truly rewarding experience that you don't get at every job.
Now, with over 20 years as a financial advisor for Edward Jones, I have gained experience with different market cycles and volatility and am prepared to help clients stay on the right path toward meeting their long-term financial goals. I am a continuous learner and strive to keep up to date on market trends in an ever-evolving landscape.
Whether you are planning to make sure your savings last through retirement or seeking a second opinion, I am here to provide the advice and education to help you stay on course to meet your long-term goals. I look forward to working together.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
Office Address8766 Egan Drive
Savage, MN 55378 opens in a new window
Phone NumberMichael Schmid at (952) 445-6997
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