Thank you for your time and interest in getting to know me better.
As an Edward Jones financial advisor, I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future. I believe it’s important to invest my time to get to know you and understand what’s most important to you and your family. What are your goals? For most of my clients, it’s for an active and secure retirement, but there are other goals along the way such as college education savings for their children, investing for a second home or providing a legacy, to name a few.
As a part of my established process, we’ll discuss your comfort level with risk and market fluctuations, which provides the groundwork for the personalized strategy we will use to help turn your goals into reality. Investing can be intimidating for some, but I sincerely enjoy educating my clients to help ensure they understand where and how their hard-earned funds are invested.
Prior to joining Edward Jones, I was a mutual fund wholesaler for six years and met with countless Edward Jones financial advisors across the country. It was during this time that I realized I wanted to become a financial advisor at Edward Jones. I graduated from the University of North Dakota with a bachelor’s degree in banking and finance. I started my career at a brokerage firm in Minneapolis and was a bond trader for several years.
My wife, Veronica, and I live in St. Michael, MN with our two boys, Izaac and Owen. We stay busy with the boys’ sports, various outdoor activities, traveling and volunteering. We recently added a mini-Goldendoodle puppy named Ruby to our family.
I truly enjoy forming relationships with serious, long-term investors who value consistent and resourceful guidance to help them reach their financial goals. I look forward to helping you turn your financial goals into reality. It all begins with a conversation. Let’s talk!