I started with Edward Jones as an investor in 1986 and became a financial advisor in 2002, taking over the second branch in Red Wing.

As your Edward Jones branch team, we believe in taking the time to fully understand what is important to you. My mission is to make sure you feel understood, in control and secure in your unique financial strategy. I achieve this by collaborating with you though an established process of documenting goals, proactive contacts and strategy meetings throughout the year. Often, this includes working closely with your CPA, attorney and other professionals.

I grew up in Red Wing with my sister, Sara, where the majority of our childhood was spent working in our family owned restaurant. It was hard and humbling work, but my parents, Joe and Ronda, taught me the value of a dollar and what it takes to earn one.

I married my high school sweetheart, Missy (Sander), and together we are raising two very active children, Grace and Jack. The majority of our free time is spent at our kids’ sporting events,“Up North” at the cabin, traveling and the occasional round of golf.

Our branch team includes two full time branch office administrators. Norma Neufeldt and Julie Heitman have over 25 years experience in financial services and are dedicated to providing you with the highest level of personalized service. That dedication has led to numerous awards throughout our careers. Personally, I have been recognized by my peers with the Edward Jones Spirit of Caring Award, which recognizes finical advisors who exemplify the firm’s values and culture of giving back.

We welcome the opportunity to sit down with potential clients. Our initial meeting is meant to learn about each other and find out if we are a good fit. Feel free to call our office and schedule a time to get together. We look forward to meeting you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Divorce Finances

Office Information

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