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 two grandchildren, Miles and Molly. I am active in my church, St. John Paul II Parish, as a religious educator, am a member of the Carroll Rotary International Club, and I coach youth girls' softball.
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.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- College Savings
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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