WHAT TO EXPECT FROM OUR PRACTICE:

We want to understand what is important to you.

We use an established process that allows us to build personalized strategies to help you achieve your goals.

We will partner together for the rest of your life to keep you on track.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what our clients are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.

My spouse, Melanie, and I live in Geneseo and are active in the community and church. We have a son, Nathan, that is attending Iowa State University. I grew up near Geneseo and have many family members in the surrounding area. It is hard to believe we have lived in Geneseo for 19 Years. Time does go by fast.

I earned a Bachelor of Business degree from Western Illinois University in Macomb, IL. I have also received the CFP® and AAMS® professional designations.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Fishing
  • Trivia
  • Traveling
  • Sailing
  • Running

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun By Appointment Only

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