For over 23 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.

My Team of senior branch office administrators, Lynn Wittrock and Amy Schreck, have a combined 35 years of experience. 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.

My Personal Interests

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

Office Information

Office Address

528 North Carroll Carroll, IA 51401

Mailing Address

Po Box 769 Carroll, IA 51401

Office Hours

Office Hours
Weekday Availability
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

Branch Team

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