I began my career as an Edward Jones financial advisor in 2008. Over the past 17 years, our practice grew while partnering with families, business owners and organizations. I was named as a Forbes Best-in-State Wealth Advisors in Minnesota for 2025. I've had the pleasure of being on our exclusive regional leadership team since 2011 helping teams through mentoring and coaching.
Our goal at our practice is to build personalized strategies around retirement income and legacy planning. I work with clients on dividend income strategies for retirement to help preserve assets while keeping them informed on market volatility. We love getting to know our clients not just on a financial level but a personal one where we can partner together towards future life milestones. I believe through education and understanding goals we can help serious, long-term investors start and continue down a path of financial success while partnering through all life events.
A native of Owen-Withee, WI, I hold the AAMS™ designation and earned a double major in business management and business marketing from the University of Wisconsin-Superior. I grew up helping out our family steel business near Withee, WI, with my parents, three sisters and brother.
My wife, Raquel, and I have three children: Rebecca (11), Claire (9) and Alex (7). We live in Afton, MN, along with our Lab mix, Sunnie. During the summer we enjoy spending time at state parks, trips up to Eagle River, WI, and entertaining friends and family. Being a sports enthusiast, I've loved playing softball, flag football, racquetball, snowmobiling and golf. I continue to coach youth flag football and basketball teams.
Senior Branch Office Administrator Mary McGaa lives with her family in Lake Elmo, MN. She has a Bachelor of Science from St. Cloud State University. Mary has a daughter and two sons in college. Mary has many years of experience with client-focused roles and enjoys activities including tennis, hiking, camping and family time.
2025 Forbes Best-in-State Wealth Advisors in MN, published April 2025, research by SHOOK® Research LLC, data as of June 2024.
(Compensation provided for using, not obtaining the ratings. The ratings are not based on quality of investment advice, investment performance or client feedback.)