I’ve been a member of the Edwards Jones family since 2018. After several years of working for one of the largest banks and financial institutions in the world, I knew it was time to pursue a new path — one that combined my passion for financial services with my desire to make a real difference in the lives of others.

As an Edward Jones financial advisor, I am proud to serve my hometown community of Ankeny. I share my financial knowledge and comprehension with clients in an easy-to-understand, personalized way, empowering them to help ensure financial security for themselves and their families. Helping clients plan for their financial future means more to me than analyzing numbers and healthy returns. It means getting to know my clients on a personal level and supporting them through every season of life. There is a powerful quote by Ted Jones that explains why he was not interested in taking the firm public and becoming a multi-millionaire. The last line, from a picture on my office wall, says, “Money has never been my God.” His rationale embodies the essence of our office’s culture and is a daily reminder of the values I try to bestow on my clients.

On a personal note, my wife, Ashton, and I reside in Ankeny with our 5-year-old son, Miles, and 3-year-old daughter, Micah. I am a graduate of the University of Iowa with a degree in marketing and a certificate in entrepreneurship studies. I hold the Series 7 and 66 securities registrations, as well as my life and health insurance licenses. Additionally, I worked to continue my education by receiving my CRPC™ and AAMS™ designations. When not in the office, I enjoy spending time with my family, participating in local community events, golfing and fishing.

Born and raised in Ankeny, I’m proud to be able to serve my hometown community. My branch office administrator, Tara Pettit, and I welcome the opportunity to learn and understand what is most important to you. Give us a call at (515) 446-2193.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Socially Conscious Investing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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