Our office has a passion for genuinely understanding what is most important to clients, developing a game plan, and executing it. We know we have done our job when we see the relief and confidence on our client's faces.

Our branch truly takes a team approach to serving. We use a personalized strategy for every client based on their specific goals and needs after understanding the complete financial picture. We enjoy the meaningful day-to-day interactions with clients talking about life and family. Understanding someone's life or business journey is key. We strive to learn everything we can to determine the best resolution.

I have been in the financial services industry since May 2000 and with Edward Jones since October 2017. I chose Edward Jones because I wanted to work one-on-one with clients and make a direct impact in a meaningful way. Edward Jones is a partnership and allows for just that – there are no public shareholders or board of directors. It's me, my branch office administrator and the support of the Edward Jones home office working for our clients.

I earned a bachelor's degree in mathematics from Monmouth College, an MBA from St. Ambrose University, a graduate degree in banking and a certificate of executive leadership from the University of Wisconsin-Madison. I believe my combination of formal education and experience sets me apart.

My wife, Stephanie, and I have three boys: Tayte, Tanner and Ty. We are active in coaching youth sports. We also enjoy helping the community by volunteering for Mt. Pleasant Boys Baseball Association, Kiwanis Club, Chamber of Commerce and the Parent Teacher Association.

Focus areas

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

My Personal Interests

  • Coaching Sports
  • Fishing
  • Hunting
  • Personal Fitness
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More