Growing up back in NJ, life wasn’t always easy and life had a way of teaching me many lessons. Because of humble beginnings, I was driven professionally to provide an exceptional experience for my customers and believed that if I served people well it would create long lasting relationships. That’s why I chose Edward Jones - here, I get to do meaningful work!

It’s here that gives me the opportunity to work with individuals, families and small businesses to set goals and create strategies that positively impacts them and their families. Currently, I hold the Certified Exit Planning Advisor® (CEPA®) designation, a program designed to help me work with my business owner clients. My family has lived in Monticello for the past 20-plus years. My wife, Shelley, daughter, Lilly, and our pup, Patti, can be found hiking, cooking and road-tripping. I’m known to not hit a golf ball well, but love to play when I can, and am an avid fan of most team sports.

You are the most important reason why we get the chance to serve clients deeply. Using an established process that allows us to learn what’s most important to you, we can create strategies to help you achieve your financial goals and dreams. We work hard to ensure that we communicate each step of the way throughout our relationship with you. If you are planning on retirement, considering a rollover to an IRA from an old 401(k) plan, saving for a grandchild’s education, starting a retirement plan for your business or have general questions on investing and wealth strategies - we’re here for you.

The Buffalo community is special and it’s in that spirit that I give back by leading and serving in the Buffalo Rotary and the Buffalo Chamber of Commerce. In addition, I am an active board member for Central Minnesota Jobs & Training Services, Functional Industries and Wright County Economic Development Partnership.

My branch office administrator, Jill Plowman, is our glue in the branch. She and her husband, Gary, live in Cokato and love spending time at the cabin. Jill enjoys getting to know our clients and is a key resource for them. When she’s not at Edward Jones, you might find her in a pool swimming, relaxing on the pontoon or doing something crafty and thoughtful for her friends and loved ones.

We look forward to learning more about you, and how we can serve you well!

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Camping
  • Cooking
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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