As your Edward Jones branch team, we genuinely want to understand what's important to you before you begin to work with our office. Working closely with you and your CPA and/or attorney, we can help determine the most appropriate financial strategy for you and your family. Helping our clients navigate ever-changing market conditions and regulations to best achieve their goals inspires us to do our best each and every day.

I attended Simpson College and graduated in 1992. I received a master's degree from Western Illinois University in 1994.

I began my Edward Jones career as a financial advisor in 2014. I have worked in the financial services industry since 1995. Prior to joining Edward Jones, I was the regional sales director with Lincoln Financial Group in Iowa and Nebraska. I have also held positions at Principal Financial Group and Guardian Life.

My spouse, Jennifer, and I have three daughters, Hannah, Kate and Liz. Originally from Muscatine, IA, I have lived in Indianola since 1995.

My branch office administrator, Emily Bates, joined Edward Jones in 2022. Emily comes to Edward Jones from the education field where she taught preschool and helped establish curriculum at The Indianola Preschool. Prior to that, Emily worked at Principal Financial Group for over five years. Emily graduated from the University of Northern Iowa in 2006 with a degree in speech language pathology. Emily is dedicated to providing you with the highest level of service possible.

We provide highly personalized service in all aspects of our business. By using an established process to build unique strategies, we can help you reach your most important goals. We'll discuss your desired level of risk and incorporate that into a strategy that's realistic and appropriate to reach your goals. Together, we will partner with you throughout your life to help keep you on track toward your financial dreams.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More