I grew up in Vinton, IA, where my parents and grandparents grew up. One set of grandparents farmed and the other owned a dime store "Feller's". My mother was a teacher and father a retail manager/district manager for K-Mart. I have been a financial advisor with Edward Jones since 2005. My wife and I moved to Iowa County from Vinton that same year. We have seven children, four boys and three girls. We enjoy cooking, traveling and spending time together as a family.

My purpose statement is: I am genuinely motivated by making a positive impact in people's lives, serving and helping others to achieve more than they thought possible.

With my branch office administrator (BOA), Dawn Malloy, we are dedicated to doing what is best for you and your family. Dawn grew up near Strawberry Point, IA, where her parents farmed. Dawn and her husband moved to Williamsburg in the late '90s. They have raised their son and daughter in the Williamsburg community. They try to find as much time as possible to travel, spend time with family and friends, golf and enjoy lake life.

Our team objectively helps individual families and business owners discover, plan, build, manage, protect and transfer wealth. We accomplish this by identifying their most important goals, understanding their tolerance for volatility and building customized plans delivered with personalized service. We serve as a partner and mentor to our clients, guiding them through life events and investment decisions so they have confidence in their future.

At Edward Jones, we're focused on you. The firm has thousands of dedicated people and advanced technology supporting our office so that we can help you reach your long-term goals. We would like to help to provide the answers to your questions, so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.

Focus areas

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

My Personal Interests

  • Backpacking
  • Culinary Arts
  • Football
  • Hiking
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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