For over 24 years, I have been providing comprehensive strategies that involves more than investment advice. I believe understanding my clients' goals are the most important aspect of the financial advice process.

I graduated from Iowa State University in 1994, earning a Bachelor of Business Administration degree with a major in finance. In 1997, I opened my first office in Waukon, IA, before joining my father in the Edward Jones office in Carroll. Growing up in a "Edward Jones household" has taught me the importance of delivering catered personal service to each client.

I believe in giving back to my community and have currently and previously served on several committees such as Carroll County Zoning Commission, St Lawrence Financial Council and Kuemper Catholic School board.

On a personal note, my wife, Jill, is a preschool teacher and together we have three children: Elise, Tristan and Clare.

Amy Schreck, my senior branch office assistant, completes our team. Amy has been with Edward Jones since 2008. When you enter our office, you will gain an understanding of the high level of dependability, integrity and confidentiality that our current clientele have enjoyed over the years.

I look forward to visiting and learning more about what's important to you and helping achieve your financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment

Office Information

Mailing Address

Po Box 769 Carroll, IA 51401

Office Hours

Office Hours
WeekdayAvailability
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
Sat By Appointment Only
Sun Closed

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