As an Edward Jones financial advisor, I believe it's important to invest my time understanding what you're working toward before you invest your money. Working closely with you, I can help you determine the most appropriate financial strategy for you and your family. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help reach your long-term goals. Whether you're planning for retirement, a business in need of an employee plan, saving for college, or trying to protect the financial future of those you love, we can work together to develop specific strategies designed to help you achieve your goals. We can also monitor your progress to help make sure you stay on track.

I graduated from Coe College in 2006 with degrees in business administration and public relations, and later graduated with honors from Oklahoma City University with a Master of Business Administration. I am married to my wife, DeAnn, and have one daughter, Pearl. Originally from Baxter, IA, I spent the previous 13 years living in various places around the U.S. before moving to Waverly. I enjoy traveling, sports, live music and reading. Active in the community, I am a member of Waverly Kiwanis Club and the Waverly Chamber of Commerce.

Our branch team has over 18 years of experience and we are dedicated to providing you with the highest level of service possible, but we're also not alone. Thousands of people and advanced technology support our office so that we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Music
  • Golfing
  • Reading

Office Information

Office Address

203 E Bremer Ave Waverly, IA 50677

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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