My career as an Edward Jones financial advisor began with my longtime goal of making an impact on people's lives. I value the opportunity to serve the people of Norwalk and surrounding communities. I am a graduate of Norwalk High School, and when it came time to begin my career with Edward Jones I knew this was the right place to be. I come from a large family and enjoy being a part of my clients' lives, building relationships with them and their families.
My first experience with Edward Jones was as a young boy when my father started his career as a financial advisor with Edward Jones. I saw firsthand the culture and environment they created for their clients to succeed. Although I have worked for other financial firms in the past, Edward Jones allowed me to deeply serve my clients.
My clients can expect a high level of service and a personalized approach. I create tailored solutions to solve the needs of clients, including:
• Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired, or planning a legacy.
• High net worth clients who are looking for tax sensitive solutions.
• Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
On a personal note, my wife, Eden, and I reside in Norwalk with our three children, Eliana, Lyman and Kirby. We spend our time outdoors, golfing, camping and visiting our family farm in Southern Iowa. I graduated from Simpson College in 2009 with a degree in accounting. I am currently serving on the executive board of the Norwalk Chamber of Commerce as vice president.
I invite you to experience the Edward Jones difference: face-to-face meetings, virtual opportunities to connect, convenient scheduling and one-on-one relationships. Call 515-981-1800 today to schedule your appointment!
My Personal Interests
- Auto Racing