How I Work with My ClientsMy objective as a financial advisor is simple: I focus on understanding my clients’ unique goals and needs in order to create and deliver customized financial strategies. My process includes identifying and tracking my clients' short-, intermediate- and long-term goals; communicating regularly to deliver timely information; and working with clients through their lifetimes to adjust their plans based on changes in their lives and the world around them.The Clients I Best ServeMy typical client is the serious investor who is looking for someone to help them plan for major life changes, specifically in the areas of retirement, charitable giving and job transitions. No two cases are the same, and my team and I enjoy taking on the complexities of each scenario.About MeI’ve worked as a financial advisor with Edward Jones for 14 years. I hold a bachelor of arts in finance from Taylor University. In addition, I obtained my CFP® certification in 2019 and my CAP® certification in 2025 to further my knowledge and to better serve my clients. Throughout my time with Edward Jones, I have served in several leadership roles, primarily focused on training new financial advisors to best serve clients. My wife and I live in St. Paul with our two kids, Lucy and Wesley. We love spending time with friends and family, playing sports, and traveling.What's NextIf you are looking for a financial advisor and would be interested in talking about your situation, the first step is to call or email to schedule some time for us to talk about your situation.