I look forward to the conversations ahead with you as my client.
As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I will help you to strategize your retirement savings, minimize social security taxation and healthcare costs living in retirement, maximize social security income, and help keep you on track.
I’m a member of the I-94 West Chamber of Commerce, sit on the Ambassador Committee for the chamber, and sit as a Rotarian for the city of St. Michael, MN.