As your Edward Jones branch team, we believe it’s important to invest our 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, so you have more options when you retire, regardless of what you decide to do.
In 2000, I began my Edward Jones career as a financial advisor in Ankeny. From 2010-2011, I was an adjunct professor at Drake University, leading the Managing Individual Finances course. My education includes the following: bachelor's degree, Kansas State University, Manhattan, KS, 1997; MBA, Kansas State University, Manhattan, KS, 2000; graduate certificate, family financial planning, Iowa State University, Ames, IA, 2005.
My Edward Jones involvement includes being on the growth team, a regional client solutions leader, a mentor, field trainer and limited partner in the firm.
I have been active in business and civic affairs in Ankeny for many years. My volunteer history includes: Starts Right Here, board member, 2018-present; Ankeny Christian Academy Foundation, president, 2015-2020; Ankeny Kiwanis charter member, (2012 Kiwanis board member), past president, 2006-2018; AEDC, membership committee, 2013-2014; Ankeny Leadership Institute, graduate, past board member, 2013-2014; Ankeny Christian Academy, promotions committee, 2012-2013; Saint Paul Lutheran Church, Board of Elders, 2011-2012; BNI member, 2007-2012; AYP member, past co-chair, 2004-2012; Ankeny Jaycees member, 2003-2005; and Saint Paul Lutheran Church, various boards, 2002-2004.
I reside in Ankeny with my wife, Carmen, and our four children: Avah, Lucas, Linley and Emery.
Our branch mission statement: We help families build and maintain wealth by identifying their goals, building customized strategies to help achieve those goals and providing personalized client service.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address917 East First St
Schneider's Square, Suite D
Ankeny, IA 50021
Phone NumberBrian D Herbel at (515) 964-1010
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