Since I was 15 years old, I have had the good fortune of shadowing and learning from my father on how to build trusting relationships, how to help people plan for their future and live life on their own terms.

In a world that seems to move faster and faster along with getting more complicated, we strive to help slow our clients' lives down to be able to enjoy life on their terms. We do this by organizing and simplifying their financial lives to help them build and protect their financial well-being. What we have found over the past 10 years is our clients truly aspire to live a work-optional lifestyle in which they have control and security in being able to enjoy life how they envision. Being able to face the future with excitement and anticipation versus apprehension is a focus we strive to help each of our clients with one-on-one. To do this, we have a specific process of understanding and identifying what is most important to each of our clients. We develop and implement a strategy designed to help them organize, build, protect and transfer their wealth in line with their life-long personal goals.

Our team, which includes my branch office administrator, Kay Deering, who is our client's personal administrative partner, our team behind the scenes at Edward Jones and myself, finds no greater joy than when we get to see our clients live out their goals and dreams!

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • ATVs
  • Camping
  • Community Outreach
  • Golfing
  • Hockey

Office Information

Office Address

1301 N Lakeshore Dr 300 Lake City, MN 55041

Office Hours

Office Hours
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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