As an 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 professional team, we can help determine the most appropriate financial strategy for you.

We focus intently on providing our clients with exceptional service that exceeds their expectations.

My career with Edward Jones spans more than 30 years in Oelwein, IA. I am a limited partner with the firm, and a six-year qualifier for the Edward Jones annual Managing Partner's Conference, an honor reserved for the firm's top 400 financial advisors. I am also a four-time Leaders Conference qualifier.

A 1983 graduate of the University of Northern Iowa, I hold a Bachelor of Arts degree in business administration with an emphasis in finance. In addition, I have received the AAMS® professional designation from the College for Financial Planning.

I am actively involved in my community: two terms on the Oelwein City Council; past president of the Oelwein Chamber and Economic Development (OCAD); past chairman of the Oelwein Mercy Hospital Board of Directors; past board member of Sacred Heart; past president of Rotary; member of the Lions Club; and member of Rotary.

My wife, Jody, and I have four children: John is a graduate of the University of Iowa and a software engineer in Austin, TX; Katy is a graduate of the University of Northern Iowa and is also a financial advisor for Edward Jones; Lizzy is a graduate of Wartburg College and a high school English teacher; and Christian will be a junior at the University of Iowa. We enjoy traveling and spending time with our family.

My branch office administrators, Kim and Denice, have 16 years of combined experience and are dedicated to providing you with the highest level of service.

We strive to always provide you with personalized service - all aspects of our business are aligned with your goals in mind.

Focus areas

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

My Personal Interests

  • Golfing
  • Traveling
  • Cycling
  • Cooking

Office Information

Office Hours

Office Hours
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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