As a former funeral director, my passion lies in helping to make sure my clients have enough income if something were to happen to them or their spouse. I enjoy educating people in regards to their investment options and how the different investments work. I believe there is no perfect investment, but stocks, bonds, CD, cash, mutual funds, annuities and insurance can all serve a purpose in building a diversified investment portfolio personalized to help my clients reach their financial goals.
I joined Edward Jones as a financial advisor in 2003. I opened this Hugo Office in 2004, and in 2007 received the AAMS® professional designation through the College of Financial Planning. I have mentored and field trained new financial advisors, and in 2015 became a limited partner with the firm.
Outside of the office, my wife, Amy, and I stay busy keeping up with our five awesome children. We love supporting them with their school, sports and other activities. We enjoy the outdoors and traveling as well.
Whether your goal is preparing for retirement, living in retirement, planning for the unexpected, saving for college, leaving a legacy, or all of the above, my branch team and I will take time to find out what is most important to you. I will partner with you to help you prioritize and strive to reach these goals, and most importantly, we will be there to see you and your family through the exciting times and most difficult times in your life.
Feel free to give our office a call to see if we might be a good fit for you and your family.
- Business Retirement Plans
- Charitable Giving
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Office Address5661 147th Street N
Hugo, MN 55038 opens in a new window
Mailing AddressP O Box 730
Hugo, MN 55038
Phone NumberMike Goehner at (651) 429-1669
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