As an Edward Jones financial advisor, I want to understand what's most important to you in order to help you achieve your financial goals. I have built my business by treating my clients as I would want to be treated; a simple idea that still makes sense in today's complex marketplace.
I am a graduate from Iowa State University with my bachelor's degree in business. My wife, Katie, and I have two children and a third on the way. I take the principles that I use in raising our family and apply them to my business every day. I understand that trust and communication is a key component of any successful relationship, business and family alike. When not in the office, I enjoy spending time with my girls. I am also an avid outdoorsmen and love to hunt and fish. It is truly a blessing to be able to work with clients that value very similar things that I do.
Areas of focus within my practice include:
-Retirement Income/Savings Strategies
-Estate and Legacy Planning Strategies
-Insurance and Annuities
Julie Mitrisin is my branch office administrator. Julie has 19 years of experience with Edward Jones and a total of 40 years in the financial services industry. Julie's main goal is to continue to provide the highest level of service possible while creating a welcoming branch experience in which our clients are comfortable coming to us with all of their financial needs.
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
- Portfolio Reviews
- Retirement Income Strategies
My Personal Interests
Office Address804 S Market St
Oskaloosa, IA 52577 opens in a new window
Phone NumberBrandon Kain at (641) 673-1470
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