As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2010, I joined Edward Jones as a financial advisor, opening the firm's third branch office in Urbandale. I am active in my church, where I have held many leadership roles.
A 1995 graduate of Iowa State University, I hold a bachelor's degree in business administration. In addition, I hold the AAMS® designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I live in Waukee and have two sons, Nathan and Blake, who attend Van Meter schools. I am originally from Lansing, IA.
At Edward Jones, we’re focused on you. Relationships are key, and in our view, meeting face to face builds strong relationships. We provide the investments, services and tools our clients need to work toward their financial future.
Focus areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Charitable Giving
- New Investors
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Charitable Giving
- New Investors
My Personal Interests
- Camping
- Reading
- Traveling
- Basketball
- Canoeing
Personal Interests
- Camping
- Reading
- Traveling
- Basketball
- Canoeing
Office Information
Office Address
4646 86th StUrbandale, IA 50322 opens in a new window
Phone Number
Brian M Becker at (515) 331-9059Branch Team
- DeAnn Puente
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- DeAnn Puente
- Sr. Branch Office Administrator
Branch Team
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