Growing up with a father who was an Edward Jones financial advisor, I became interested in investing and money management at a young age. He taught me to treat clients like family, help them achieve their goals and focus on the long-term.

We use an established process to build personalized financial strategies for our clients. We work together with our clients to create goals, develop strategies and maintain tailored contact to help ensure good results and meaningful relationships.

I want to understand what is important to you and achieve financial wellbeing. I am happy to serve a wide range of clients including the following:
1. Individuals growing wealth and preparing for retirement.
2. Small business owners and farmers looking for tax efficient
strategies, business succession and asset growth.
3. Life transitions such as retirement, birth, marriages and,
unfortunately, also death and divorce.

Outside of Edward Jones, my wife and I have two children. We enjoy weekends at the lake, gardening and most everything outdoors.

Dawn Nyquist, our Branch Office Administrator, has partnered with us since 1999. We are committed to providing you with the best in client service and helping you achieve your long-term financial goals.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Fishing
  • Skiing

Office Information

Mailing Address

P O Box 185 Breckenridge, MN 56520

Office Hours

Office Hours
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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