I graduated from the University of Northern Iowa in 1986 with a business management degree - finance emphasis. Since graduating, I was able to gain experience working in insurance and banking prior to starting with Edward Jones in 2003.
My wife, Kelly, and I have lived in Sumner for over 30 years. Our four children were lucky to have had the opportunity to graduate from our local school district. I now have five grandchildren that will have the same opportunity. I provided a service to our community by serving on the school board for over a decade.
Edward Jones believes in a thoughtful, straightforward investment philosophy – long-term investing with an emphasis on quality and diversification. I value this philosophy as I work with all of my clients to develop strategies that make sense for them.
Office Information
Office Address
121 E 1st StSumner, IA 50674 opens in a new window
Mailing Address
P O Box 194Sumner, IA 50674
Phone Number
Dave Hassman at (563) 578-3452Branch Team
- Trisha Berkes
- Sr. Branch Office Administrator
- Katie Pagel
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Friday | 07:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Friday | 07:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Trisha Berkes
- Sr. Branch Office Administrator
- Katie Pagel
- Branch Office Administrator
Branch Team
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