In 2008, I began my Edward Jones career as a financial advisor, serving the Iowa Falls, Iowa community and surrounding area.

I attended Iowa State University and graduated magna cum laude in 2008 with a bachelor's degree in finance. In addition, I have earned the professional designations of CFP® and AAMS®.

My wife, Trisha, and I have four children: Tate, Eden, Trey and Ada. We are originally from Webster City, Iowa. I am a member of the Iowa Falls Lions Club.

Joining me in serving clients, are two senior branch office administrators: Michelle Hill and Jennifer Osthus. Michelle began her Edward Jones career in March 2017 and Jennifer followed shortly after, in October 2017. Both Michelle and Jennifer are dedicated to providing you with the highest level of service possible.

Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I am humbled to share that I was named #38 in Iowa on the Forbes Best-in-State Wealth Advisors list for 2022 (Released April 2022, data as of June 2021). This is validation that the relationships we are building are making a meaningful difference.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. We do everything we can to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Coaching Sports
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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