Aspiring toward a work-optional lifestyle, passing wealth to the next generation or desiring to accomplish your bucket list? We can help!
Through our established process, my team partners with you throughout your lifetime to develop personalized strategies and then monitors your progress to help you accomplish your goals. As your life unfolds and needs evolve, we put all the pieces of your financial puzzle together. As the storms of life occur, we are there to be your beacon to help you stay on track.
In 1992, I earned my bachelor's degree from Augustana University in Sioux Falls, SD. After graduation, I began my career with Edward Jones. In 1993, my wife, Linda, and I moved to Pipestone, MN, where I opened Pipestone's first Edward Jones office. In 1998, I was invited to become a limited partner in the firm. Linda and I have three children (Riley, Zach and Emma) and enjoy golf, boating and snowmobiling.
In addition to the Series 7 and Series 63 registrations, I hold the professional certification of CERTIFIED FINANCIAL PLANNER™. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.
In addition to myself, my team consists of my Branch Office Administrator, Teresa, and three on-call associates Terri, Linda and Emma, who is dedicated to providing you the highest level of personalized and professional service.
- Financial Planning with Customized Portfolios
- Estate Planning
- Retirement Planning