As a husband and proud father of four humans and three dogs, I know firsthand the challenges of managing finances with conflicting goals such as planning for retirement and college education while paying a mortgage and extra-curricular activities with the hope of attempting to go on vacation every once in a while.
As I reflect back over the years on what inspires me the most, it is knowing that my job is not as much about accounts and numbers as it is about helping people achieve their goals and dreams and attain a sense of security about their future and their family's future.
Helping to make sure that my clients are ready for unexpected events that may impact them financially is a high priority.
I also have a passion for helping people financially prepare for or navigate difficult situations such as the death of a loved one, chronic or terminal illness, or divorce.
My wife and I are excited to get to know our clients as part of the community we live in and it is my hope that you may be reading this because you have encountered me in our community, as we all strive to contribute and live our best lives together.
My Edward Jones branch office is located in Apple Valley, MN. I am blessed to have a Branch Office Administrator, Lailoni, who shares my passion for helping others. Lailoni and I look forward to working with all of the great people that we have the privilege to call our clients. We both have a lot to offer and we complement each other with the gifts and talents given to each of us.
We look forward to growing our business with you. Thank you for taking the time to read a little bit about us. Now, let's get to know each other better.
Self-employed entrepreneurs and small business owners and professionals who support entrepeneurs such as CPA's, bookkeepers, human resources and payroll providers. Also estate planning attorneys, family law attorneys and other divorce professionals, real estate professionals (commercial and residential)
Anyone who is interested in taking control of their financial future and interested in partnering with an advisor in a personal way for the long-term.