As my parents were nearing retirement, they were experiencing significant uncertainty of whether they had the funds to get through their retirement. After partnering with a local Edward Jones financial advisor in their area, they gained the confidence and understanding they needed to be comfortable with making such a major decision to finally retire. Observing through my parents eyes as to how Edward Jones keeps their clients at the forefront of their decision making and genuinely tailors strategies for each clients' individual needs, led me to want to help others how Edward Jones helped my parents.
After spending many years working as a consultant with local school districts in the Twin Cities area, I decided I wanted to have a more direct impact and relationship with individuals in my community like my parents had with their financial advisor. With the support of my wife, Allison, I joined Edward Jones in 2019.
In my family's free time my wife, our two young children and I enjoy hiking, photography, playing soccer and basketball and playing music.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I am dedicated to providing you personalized and elite service.
The question of whether you're on track to reach your financial goals should not be so daunting that it prevents you from starting. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- New Investors
- Portfolio Reviews
My Personal Interests
- Spending Time with Family