Our passion is helping you achieve financial success. We know that each client is unique, and we specialize in creating specific attainable strategies to reach your financial dreams. Our branch has almost three decades of combined experience in helping people across the country create lasting memories, efficiently pass on wealth and live a fulfilling retirement.

My wife, Sarah, and I have two children, Mya and Maverick. We have lived in Osceola since 2014. I am active and serve on many boards, charities and associations including the Osceola Chamber Main Street and Homegrown Christian Learning Center, and I volunteer with Clarke High School Boys/Girls Tennis teams.

My senior branch office administrator, Stephanie Snell, has over 17 years of experience. She has lived in Osceola her entire lifetime with her husband, Matt, and daughter, Whittney. She understands the core values and pride within our community and she strives to provide the highest level of service to anyone we have the opportunity to help. She is also active within our community and currently serves on the Friends of Clarke County Conservation Board and on the TTT-FZ Society.

Give us a call or stop by the branch; we look forward to seeing you.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Tennis
  • Football
  • Cooking
  • Bowling

Office Information

Mailing Address

P O Box 27 Osceola, IA 50213

Office Hours

Office Hours
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 By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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