As an Edward Jones financial advisor with more than 15 years of experience, I believe in a process to help investors reach their goals. I serve as a partner with families, guiding them through life events and financial decisions, so they have confidence in their future.

I started my career with Edward Jones in 2005 after earning a degree in finance from Minnesota State University Mankato. I worked in the financial advisor career development program at the Edward Jones headquarters in St Louis for 18 months. In the fall of 2006 I relocated to Perham which helped me realize a goal of coming back to Otter Tail County where I grew up.

Our ideal clients are those who want to work towards their financial goals and build a tailored strategy to achieve them. Financial goals could range from preparing or living in retirement, sending a child to college or estate considerations. We embrace working in partnership with tax and legal professionals in an effort to deliver an ideal client experience.

Our office team includes branch office administrators Susan Nelson (2008) and Vicky Genoch (2019). Both Vicky and Susan come from extensive banking backgrounds. They assist in preparing for appointments and are crucial to making it convenient to work with our office.

Over the years I have been involved in our community volunteering on several boards and service organizations, including:
- Perham Rotary 2007-present
- St. James Manor Board 2009-present
- Detroit Lakes Youth Hockey Coach 2009-2015
- Boys and Girls Club Advisory Council 2012-present
- Perham Health Foundation 2019- present

On a personal note, my wife, Jenni, and I reside on Little Pine Lake with our son, Brody. We enjoy spending time outdoors in the four seasons that Minnesota has to offer.

If you are interested in working with a team that values your financial priorities please reach out. It all starts with a conversation - let's visit.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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