As an Edward Jones financial advisor, I believe it's important to invest my time understanding the dynamics of your personal situation before recommending how to invest your hard-earned money. We work together to ensure an understanding of your short- and long-term goals, and the level of risk you're comfortable with, so we can choose an appropriate investment strategy.
I grew up on a family farm outside of Churdan, IA. That experience taught me the value of working hard, taking risk, keeping sight of goals and reaping rewards. After graduating high school, I continued my education at Iowa State University, graduating with a bachelor of business administration degree in finance.
I have been working in the financial services industry for almost 30 years. I spent 17 years at Principal Financial Group in Des Moines, IA, working in retirement and investor services. In 2007, I started my career with Edward Jones in Carroll, IA. I am experienced in retirement, estate and education strategies. I can assist with stocks, bonds, CDs, mutual funds, annuities, life, disability and long-term care insurance.
My wife, Regina, and I live in Carroll. My daughter, Parker, is in the Carroll Community Schools and I have three grown children; Trevor, Lindsay and Taylor. I am active in my church, St. Lawrence Catholic Church, as a religious educator. I am involved in the Carroll Rotary International Club and coach youth girls' basketball and softball.
My branch office administrator is Sylvia Brinker. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for you because we recognize the challenging needs of life.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation.
Office Address1205 W Hwy 30 Suite F
Carroll, IA 51401
Phone NumberBrett F Adams at (712) 792-2999
|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|
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