Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

  • BA, Economics, St. Cloud State University

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2021
  • Ameriprise Circle of Success Diamond Ring, 2008
  • Ameriprise Circle of Success, 2003-2022
  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Five Star Wealth Manager, 2011-2023

Community participation

Jairo Lopez
Jairo Lopez
  • Coaching Youth Sports
  • Mission Trips

Interests

  • Outside the office, I enjoy spending time with my beautiful wife Dawn and our two teenage boys Tanner and Skyler.
  • I have a passion for travel, as a family we have traveled to all 50 states. We also enjoy our cabin in Northern Minnesota.
  • I am a big sports fan. In my free time, I like to support local and professional teams and attend many games.

My photos

3 albums
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