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We are now conveniently located right next to Walmart!
I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Each persons' health, family, purpose and finances determine so much of life's trajectory, and it is an honor to help my clients organize, plan, protect and transfer their wealth.
There are three areas I strive to provide my clients with throughout our time together:
1) A clear explanation of the investments I recommend.
2) Timely updates on market conditions and volatility.
3) Transparent explanations of costs.
My family consists of my wife, Katie, and my two children. My daughter, Laurenna, is 8 years old, and my son, Ben, is 6 years old. We enjoy the many qualities a small community provides. We are thankful for our church family, school systems and familiar faces around town. I serve as the Fellowship Deacon at our church, and my wife, Katie, works with high school students through a local ministry while coaching basketball and softball, and substitute teaching. Our kids attend Oskaloosa schools. We enjoy spending time outdoors, cheering on our local sports teams, partaking in community events and being with friends and extended family.
In my effort to serve the needs of clients, I have spent time furthering my education. In addition to required registrations and licenses, I currently hold the Chartered Retirement Planning Counselor™ designation.
My Branch Office Administrator, Brandie, has 14 years in the financial service industry. She is family oriented and spends her free time with her 14-year-old daughter, Lexi, while they enjoy painting, riding bikes and hiking around Red Rock. Brandie is a great addition to our Edward Jones family and is eager to meet and get to know you.
We want to understand what's most important to you to help you achieve your goals. Give us a call or stop by the office. We are looking forward to serving you!
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
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