Since moving from North Dakota to Oskaloosa in January of 2017, our family has enjoyed 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, coaching and substitute teaching. Our kids attend Osky schools. We enjoy spending time outdoors, cheering on our local sports teams, partaking in community events and being with friends and extended family.

As an Edward Jones financial advisor, I believe that it’s important to invest my time to understand what you’re working toward so you can achieve your goals. In working closely with you, your CPA and attorney, I will help determine the most appropriate financial strategy for you and your family.

I desire to serve the needs of my clients. I have spent time furthering my education and currently hold the Chartered Retirement Planning Counselor™ designation. As tax laws and inflation concerns continue to change, having a well-diversified portfolio is key in today's complex marketplace.

Whether you’re planning for retirement, living in retirement, wanting to pay for education, save money on taxes or establish an estate and legacy strategy, our goal is to provide highly personalized service in order to better understand what’s most important to you.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • New Investors
  • Special Needs Financial Considerations
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Landscape Design
  • Traveling
  • Basketball
  • Woodworking

Office Information

Office Address

111 High Avenue East Oskaloosa, IA 52577

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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