During the past nine years as a financial advisor with Edward Jones I have had the privilege of overseeing the financial affairs of a select group of families, farmers and business executives in the Hastings area and beyond. The more time I spend in this role, the more rewarding it becomes. I get the opportunity to meet with hundreds of people in an intimate way and discover what their goals are for their money.

I strive to deliver candid guidance and personalized investment strategies to help you plan for and realize the possibilities of your future, for you, your family and future generations. You have our dedicated branch team committed to fully understanding your financial situation before you make critical decisions. We are thoughtful about the strategy we use to align your goals and your personalized financial strategy, to help give you confidence that you are on track for the future you envision. It starts with asking, ”What’s important to you?”, then I listen - really listen. Our clients have complex needs and I work with them, their CPA, and attorney to address each facet of their financial strategy.

In 2018, I was named a limited partner with Edward Jones. I have attained the Series 7 General Studies Representative designation and the Series 66 Uniform Combined State Law Examination and Insurance license. In addition, I hold life and health licenses and I am a licensed broker in multiple states.

Our branch team includes Senior Branch Office Administrator (BOA), Debbie Carlstrom, who started her Edward Jones career in 2011. Michelle Winkelbauer joined our team as a BOA in October 2020. They are committed to providing proactive exceptional service.

My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex financial strategies. I listen, I care and I wholeheartedly dedicate myself to helping my clients achieve their definition of financial success.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Cycling
  • Gardening

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 - 05:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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