I joined Edward Jones in 2014, spending over a decade working in the home office, with my most recent role being that of field supervision director. I am a 2011 graduate of Minnesota State University in Mankato, where I received my bachelor's degree in business management with minors in business administration and economics. My wife, Holly, and I are thrilled to call southern Minnesota home, and t
o raise our son where our roots are. As a family, we enjoy outdoor activities, going to parks, taking walks, camping, and spending time with friends and family. I take pride in getting to know you on a personal level, understanding what is important to you, and establishing personalized strategies to help you meet your financial goals. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. My office includes personalized support from Branch Office Administrator, Lisa Bottoms. We also have thousands of people and advanced technology supporting our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Member SIPC.
