I began my Edward Jones career in 2011 in Des Moines, Iowa, as a financial advisor. Prior to my employment with Edward Jones, I attended the University of Northern Iowa, graduating with degrees in accounting and management of information systems, while also gaining experience in the tax and accounting industry. In 2012, my wife, Ashely, and I relocated to Albia to raise our children, Will and Ellie, in a friendly, tightly-knit community. In 2019, I was honored with the Spirit of Caring Award by the financial advisors in our region. It is given to the financial advisor who embodies the spirit of caring and "pays it forward".

As a financial advisor, I listen closely and whole-heartedly dedicate myself to helping clients achieve their definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex strategies for high net worth clients, which often require collaboration with other professionals such as certified professional accountants and attorneys.

My branch office administrators, Sandra Ziegler and Cassie Rennels, regularly answer questions regarding statements, dividends and stock certificates, and assist in estate settlements. Together, we strive to provide you with the highest level of service possible.

With our skilled staff and structured practices, we also offer consultations for your friends and family members – we want to be a sounding board for those people who mean the most to you.

I genuinely want to understand what is most important to you. I will help you build a strong financial foundation with the established process we have in place and strategize to help you achieve your goals. As we partner together throughout your life, I will help you tune out the noise and focus on what matters and what you can control. It's the most fulfilling thing I do.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Farming
  • Baseball
  • Racquetball

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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