Every client I work with has a story to tell and goals they are chasing. Their interests and goals are all unique but the desire to financially accomplish those goals is the same throughout.

Since joining Edward Jones in 2009, I have been fortunate to help so many clients with their investments and financial well-being. I am privileged to share in their lives the great joys, the heartaches, the triumphs and the sorrows.

My story's amazing cast of characters includes my wife, Courtney, and my five children. My setting is a great rural American town where the people care for each other and the weather has all four seasons. Activities that fill up my chapters include:

- Sports of all kinds
- Reading (preference towards mysteries and spy novels)
- Family walks
- Coaching my kids' teams
- Movie nights

As a CFP® and CEPA® professional, I am looking to provide personalized, professional service for clients who want to:

- Plan and prepare for a successful work-optional retirement
- Align their estate and legacy goals with their investments
- Properly insure their future against unexpected events
- Develop strategies to sell their businesses

As just one member of our branch team, I could not serve my clients without the help of my teammates, Bridget Diedrich and Nita Beachy.

Bridget has been with Edward Jones since 2011. She lives with her boyfriend, Chris, and their combined four children who range in ages from 17 to 12. In her down time, Bridget enjoys kickboxing, running and being outdoors with her family.

Nita started with Edward Jones in 2012. She is married to her husband, Ryan, who is a local farmer and a business partner of a propane gas company. They have a 8-year-old and 5-year-old twins who keep them plenty busy. Outside of work, Nita enjoys gardening, baking, cooking and swimming at the beach on her family farm.

Please reach out to our team today so we can assist you in writing the story of your life.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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