Financial Consultant
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I started with Thrivent as a representative in February 1, 2002. Since then, I have gone through extensive training to obtain a number of designations in order to better serve my clients in reaching their unique goals.
- I received my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2007. This means that I take a holistic and personalized approach to bring all the pieces of your financial life together. Click Here to see a digital copy of my CFP® certification certificate .
- My Retirement Income Certified Professional (RICP) designation means that I will help guide retirees and near-retirees in ways to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely.
- My Fraternal Insurance Counselor Program (FIC) designation means that I was trained to explore a client's needs using a consultative approach and I have enhanced knowledge of Thrivent's insurance products.
I grew up in Southern Minnesota and I graduated from Mankato State University. I married my wife, Stacey Edwards Jones, in 1998. She is now the owner of her own business, Jones Law Office, in Mankato, MN. We have two children, Chance and Shelby. When I am not enjoying my time at the office with my associates and clients, I love to spend time with my family and friends, attend my children's activities, and someday hope to play golf again.
- Minnesota State University, Mankato
- CFP®: CERTIFIED FINANCIAL PLANNER™
- RICP: Retirement Income Certified Professional
- FIC: Fraternal Insurance Counselor
- Multiple State Licenses: CO, FL, IA, MN, MO, SD, WI
- FINRA Series 7
- FINRA Series 66
Our office makes an effort at least twice a year to give back to our community.
During the last week of June up until the annual St Peter 4th of July Parade, our office and many volunteers collect cash and food donations to benefit our local St Peter Food Shelf. We collect donations in our office ahead of time, but then we also put together a decorated float with a Truck and Trailer to be in the parade. We are commonly heard and noticed since we are always pushing shopping carts that our local Family Fresh store generously allows us to use. We have been doing this since approximately 2012 and since then we have collected over $12,000 and 2,100 pounds of food!
Pictured to the right is our office with our many volunteers from the parade in 2021.
Then during the beginning of December, we assist the Holiday Sharing Tree with our annual "Fill the Window with Gifts of Love" campaign. Our goal in this event is to collect as many gifts and toys as we can in our display window. The Holiday Sharing Tree then distributes what we have collected to those in need in Blue Earth and Nicollet Counties.
Pictured above is our collection results from 2018.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Arizona
- Colorado
- Florida
- Iowa
- Minnesota
- Missouri
- Pennsylvania
- South Dakota
- Wisconsin
Insights
Office location
Saint Peter Location
300 S Minnesota Ave
Saint Peter, MN 56082
Phone507-934-5304HoursSaint Peter, MN 56082
Monday through Friday, 9:00 AM – 3 PM
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.