I grew up on a family farm outside of Churdan, IA. That experience taught me the value of working hard, taking risks, 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 since been working in the financial services industry for over 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. As your 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.

My wife, Regina, and I live in Carroll. My daughter, Parker, is in the Carroll Community Schools. I have three grown children; Trevor, Lindsay and Taylor, and four grandchildren. Agriculture is still near and dear to my heart, as is high school girls' softball and serving on the St. Patrick's Cemetery board in my hometown, Churdan, Iowa.

My senior branch office administrator is Sylvia Brinker who was also raised on a family farm and is an ISU marketing graduate. 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. Whether your goal is to retire comfortably, educate your children/grandchildren or leave a legacy to your loved ones or charity, we will journey alongside you and celebrate those milestones with you!

I would like to help provide honest answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

Office Information

Office Hours

Office Hours
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

Branch Team

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