After being in the financial services industry for over 15 years, I have found that my clients value and appreciate the time we spend together to help understand and achieve their most important financial goals. Using our established process, we work with our clients to help build personalized strategies to reach and stay on track toward those goals.

Whether it’s planning or living in retirement, college savings for a child or grandchild, protecting the financial future of the ones you care most for or developing estate and legacy strategies, our team will work to make you feel in control of all your financial strategy. I also coordinate and work in tandem with other professionals who include your CPAs, estate planning attorneys and other trusted partners.

The ability to positively impact people’s lives has always been a passion of mine and we strive on a daily basis to provide the best client experience possible. Our branch team, including myself and Carleen Haake, who has 20 years of experience with Edward Jones, have one focus and that is you, the client.

I have been asked to help with many leadership roles within Edward Jones. I have had the privilege of working on our talent acquisition team and serving as a trainer to new advisors, and I currently serve as our region’s culture of compliance leader.

I earned my bachelor's degree in 2003 from Drake University in Des Moines, IA, where I was also a member of the men’s tennis team. I am married to my wife, Erica, who is also an Edward Jones financial advisor and we have three daughters, Olivia, Lillian and Evelyn. I currently serve as president on the board of directors at PADS of Lake County, where we provide trauma-informed support, resources and shelter to individuals and families experience a housing crisis. In my free time, I love traveling, golfing, playing paddle and teaching tennis to my little girls.

Focus areas

  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Traveling
  • Tennis
  • Golfing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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