What is it that you want to achieve financially? Our team will take the time to truly understand. We partner with you to help ensure you are on track as life unfolds and needs evolve. Our team is dedicated to helping you feel understood, informed and secure. Your team of professionals is an extension of our team. We partner with your CPA, estate attorney and other professionals to provide integrated advice.

Joining Edward Jones in 2010, I have led the Panora branch since 2011. My wife, Sara, and I moved to Panora in 2012, and have since added three wonderful children to our family: Norah, Gracie and Leo. The community has been very supportive of our family, and we give back when we can. I have served as a Panora Library board member since 2012 and am an active member of the Panora Chamber of Commerce and Panora and Lake Panorama Development Group. I have served as a past president of both organizations.

Our branch office assistant, Mandy Norman, brings over 20 years of industry experience and provides excellent client service to your every need. Mandy and her husband, Cory, have called Panora home for 25 years. They have one son, Avery. She welcomes the opportunity to help you with all your client service needs.

If you are seeking financial solutions tailored to you individually, the highest level of service and a one-on-one personal relationship with your financial advisor, I'd love to hear from you.

Focus areas

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

Office Information

Mailing Address

Po Box 396 Panora, IA 50216

Office Hours

Office Hours
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 Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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