What do you want to do with your life… Right now? What do you see in your future, and who is a part of it?One of the things I enjoy most about working with my clients is hearing their answers to these questions — and helping them find ways to get there. The answers are not the same for every person and paths may change along the way. But no matter what, my clients know that I am serious about helping them improve their financial situation. We talk in terms that make sense, no matter how much or how little experience they have. And we work toward their goals, together. I have over 20 years of experience in Investment and Insurance planning and have earned my CFP® certification. Earning this mark professionally means that I have met the rigorous education, examination, experience and ethical requirements to provide comprehensive planning services and committed to the CFP® board's standard of excellence. I wanted to get this prestigious designation because I thought our clients deserve the very best I can offer them and extremely proud of the work that went into it. Understanding your personal and professional priorities is one of my greatest privileges and responsibilities. My wife, Julie, and I have three children of our own, so I understand the drive to build, protect and transfer wealth to the next generation. The concept itself can sound intimidating or at times overwhelming, but no matter where you are in that journey, I’m here to be your guide. One of our greatest assets in the office is our branch team, Deanna and Lori, whose combined years of experience with Edward Jones is over 30 years. They care deeply for every person who walks through our door, and they never fail to make people feel at ease. In addition to family and work, I am grateful that I can actively support causes like Edward Jones’ annual participation in the Walk to End Alzheimer’s. I am an active member in the Waseca Lions Club. So, what’s important to you, and what do you see in your future? Have you thought about what you want to achieve for yourself, your family and the causes you care about? I would welcome the chance to hear about all of it and be your partner on the path to getting there.