As an Edward Jones financial advisor, I believe it's important to invest time in understanding what is important to you before any decisions are made. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We provide highly personalized service by helping individuals and families make financial decisions regarding their future.
I attended the University of Iowa and received a Bachelor of Business Administration (BBA) degree from the Henry B. Tippie College of Business with a major in finance.
I started my career with Edward Jones in 2002 at one of the firm's headquarters in Tempe, AZ. In 2004, I had the opportunity to move to Knoxville, which is where I still have my office today. In 2006, I earned the AAMS® professional designation and became a limited partner with Edward Jones in 2007.
We are very active in our community. I am a member or past member of the First United Methodist Church, Marion County Pheasants Forever, Chamber of Commerce, Rotary Club and Kiwanis, Knoxville Hospital & Clinic Foundation and the Stepping Stones Early Learning Center.
Family is very important to me. My wife, Amber, and I have two boys, Landen and Lincoln, and we live here in Knoxville. Our families are from the Oskaloosa-Fremont, IA area.
I have one Senior Branch Office Administrator and one Registered Branch Associate. Julie Herrera and Kelly Shives have over 26 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call or email us anytime.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Entrepreneurs & Business Owners
Office Address913 W Pleasant
Knoxville, IA 50138 opens in a new window
Phone NumberAdam J Norris at (641) 842-3500
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