Throughout my more than 15 years as a financial advisor, I have developed a passion for helping people grow, protect and enjoy their wealth by bringing organization to their financial life. I am diligent about asking good questions to help clients clarify, prioritize and achieve their goals, as well as partner with them to stay on track throughout their entire life. I find it rewarding to emotiona
lly connect with clients and help them discover the gap between where they are now and where they want to be in the future. My relationships with clients often extend to their children and grandchildren, where I can add value through client-centric, multi-generational investment strategies. Our Clients:
I, along with my branch office administrators, Alison Mitts and Sheila Brito, work with a wide and diverse group of clients. They include successful business owners; families who require comprehensive financial solutions; and those in transition, such as retirement, divorce or receiving an inheritance. We partner with our clients’ CPAs, attorneys and other professionals to provide comprehensive, highly personalized service. About Me:
I earned my bachelor’s degree in mass communications at Bemidji State University and hold the CFP® professional designation from the College of Financial Planning. I also earned the AAMS® professional designation and have held several leadership roles within the firm. I was named a limited partner in 2011 and became a general partner of Edward Jones in 2019. My Family and Interests:
My wife, Cecelia, and I have two daughters, Josie and Rachel. We are active in community theatre and enjoy travel, tennis, downhill skiing and anything on the water, especially fishing!
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