Throughout my 17-year career with Edward Jones I have had a great passion for helping people invest, build wealth, and protect and provide for their loved ones. This all begins with understanding what is most important to you, so that we can work together to create customized strategies to achieve your goals.
I do not endorse a one-size-fits-all approach to investing and I do not believe there is one right way for everyone to invest. Some of my clients own stocks, some own bonds, some own mutual funds and ETFs, some own insurance products, and some own a blend of these different investments. What matters the most is understanding your goals and creating a strategy to achieve them, while monitoring your progress along the way. It is an honor and a privilege to partner with my clients on their path to achieving their most important goals.
My wife, Terri, and I are lifelong Minnesota residents and have been married for 25 years. We have two adult children and enjoy traveling in our free time. I also enjoy watching sports, classic films, and occasionally take in a good history book or movie.
I graduated from Concordia University in St. Paul with a bachelor's degree in marketing management. I earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board and earned the AAMS™ designation from the College for Financial Planning. I became a limited partner with Edward Jones in 2014 and have served in several leadership roles at our firm, including new financial advisor training and interviewing.
An integral part of my branch team is Mary Tardiff, Senior Branch Office Administrator, carrying with her over 25 years of experience in the banking and financial services industry. Mary has attended multiple BOA Managing Partners Conferences, which recognizes individuals who provide elite client service. Mary also continues to serve our region as a mentor to new branch office associates.
Edward Jones recently celebrated our 100th year anniversary of providing financial services to our clients. Our branch offices are supported by thousands of people, a comprehensive research department, and financial software tools and technology. All of these resources are devoted to helping our clients achieve their goals.
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Movies & Entertainment
- History and Museums
Phone NumberSteve Benson at (651) 766-8068
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