Finance & Insurance
As your dedicated Edward Jones team, we continually strive to understand what is important to you. Personally, I feel very fortunate to have the opportunity to be with clients during life's successes and the challenges. My goal is to help simplify clients' financial situations so they can focus on their passions.
My interest in the financial career began long before starting with Edward Jones. With my dad serving as a financial advisor at Edward Jones for 40 years, I had the opportunity to understand the impact we could have on people's lives. I started my professional career with Edward Jones after graduating from the University of St. Thomas in St. Paul Minnesota with a bachelor's degree in finance.
Working closely with a client's desired professional team of CPAs and attorneys, I leverage my background to create custom-tailored solutions that help achieve a client's desire to grow, protect and distribute their wealth. In our office, we focus on developing complex financial strategies for high net worth individuals that are designed specifically for an individual's desired ambitions.
In addition to Edward Jones, I enjoy serving the community through several organizations such as the Millstream Commons board, Rotary, YMCA committees and the Northfield Area Chamber of Commerce. I am also a long-time member and past president for both the Sertoma Club and Lions Club.