I idolized him and knew I would eventually also become a financial advisor, helping people grow their wealth and reach their long-term goals. After graduating from the University of Minnesota and spending some time in teaching and banking, I started my career with Edward Jones in 2015. It was the best decision I ever made and have enjoyed serving my clients since. We work out of the first Edward J
ones branch established in Apple Valley. Our primary areas of focus are planning for retirement or preparing for the unexpected. Our clients have come to expect to have full conversations about them, their families, their lives, their finances and what is most important to them through our annual review process. I believe the biggest mistake many people make is not having every conversation and uncovering every stone in the process of putting their strategy together. The tools and resources we have at Edward Jones to make this possible are tremendous. I was registered and licensed in 2015 and earned the CFP® professional designation in 2019. This certification and educational backdrop are infinitely useful in our everyday practice. Outside of my work at Edward Jones, I enjoy running around the lakes in Minneapolis, gardening in my backyard, trips to northern Minnesota and the Boundary Waters and enjoying time with my family. I became an uncle in 2019 and hope to have my own kids soon. The things that set me apart are twofold. I was raised in this business. Craig Fields was my mentor and Edward Jones has been a part of my life since before I was born. The CFP® designation I maintain is a symbol of my ongoing commitment to professional growth and keeping my clients interests first. If you are serious about understanding your full financial picture and having one financial advisor help put it all together, please give us a call.
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