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

Mailing Address

P O Box 194 Sumner, IA 50674

Office Hours

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

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