In 2011, I lost a friend and neighbor in a tragic accident. Unfortunately, I had to witness firsthand what the death of a father and husband would do to a family. Fortunately, wise financial decisions had been made. Under the circumstances, his family was able to see as good of an outcome as one could have. My childhood contained lessons on saving, investing and being good stewards of your money. None of them were as impactful as witnessing the value of what financial planning did for my neighbors.

I joined Edward Jones in 2002 while attending the Univ. of Iowa. I gained invaluable experience while working at branches in Iowa City and my hometown of Clear Lake. In 2007, I relocated to St. Louis for a year-long training program at our Home Office. In September of 2008, my wife and I moved to her hometown of Newton and established a branch of my own. We've enjoyed becoming part of the community.

In the branch, we use an established 5-Step process that starts with understanding what’s important to you. Our goal is to make each client feel understood, informed, and educated on their investments and the strategy we've put in place to help achieve your financial goals.

My office administrator, Sara Warnick, is dedicated to making sure your experience with our branch is a positive one. We've worked together for 10 years and I often times wonder how I was so lucky to find her. After your first visit, you will quickly understand what I mean. She is a native of Baxter and lives in Newton with her husband, Mike, and their two boys, Dane (11) and Trey (9).

Outside of the office, I enjoy spending time with my wife, Abby, and our two children, Drew (10) and Kate (8 going on 18). When we aren’t taxiing them to and from practices, you can find us being involved in church, Rotary, soccer, golfing, running, traveling or walking our 12-year-old rescue-dog, Ruby. I also volunteer at church and have served on the Salvation Army advisory board for the past 10 years.

My Personal Interests

  • Coaching Sports
  • Golfing
  • Running
  • Soccer
  • Spending Time with Family

Office Information

Mailing Address

Po Box 963 Newton, IA 50208

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

Connect on Social

Branch Team

Email Me

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