My Edward Jones branch team is committed to partnering with you by helping you identify, define and develop strategies for your specific long-term goals to help ensure that you are ready for certain milestones in your life. By using our established process, while collaborating with your CPA and attorney, we are confident in helping you look forward to the future with excitement. I am proud to serve families throughout the nation.

In 2010, I began my career with Edwards Jones and was invited to become a limited partner in 2018. In 2009, I graduated from Bellevue University, earning a Bachelor of Science degree in business management. I have earned my CFP® certification as well as my Chartered Financial Consultant® (ChFC®) designation through the American College of Financial Services.

My branch office administrators, Shelley Flaherty and Linda Ricklefs, are dedicated to joining with me to provide our clients with the highest quality service. Shelley and her husband, Kevin, have three children and are active members of the community and their church. They enjoy spending time with family and riding their Goldwing during the summer. Linda Ricklefs and her husband, Matt, have five children and are active members of the community and their church. They enjoy spending time with family and attending their children’s sporting events.

My beautiful wife, Darcy, and I have two children, Brianna and Cameron. We enjoy traveling and being outdoors. We are active members of Summit Evangelical Church in Alta, IA, and we enjoy participating and supporting our local communities.

We would like to be your partner through the exciting and challenging times in all the phases of your life. By working together, we can help you develop a strategy that is specific to growing and accomplishing your financial goals. We look forward to meeting you.

Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Health & Nutrition
  • Fishing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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