As an Edward Jones financial advisor I believe it is important to invest my time understanding the dynamics of your personal situation before recommending how to invest your hard-earned money. We work together to ensure an understanding of short- and long-term goals, and the level of risk you are comfortable with so we can choose an appropriate investment strategy.
I was born and raised in Denison, IA where my father was an Edward Jones financial advisor for 36 years. In 2010, I graduated from the University of Iowa Tippie College of Business with bachelor's degrees in business finance and business management and certificates in risk management and insurance. Outside the classroom, I worked at Midwest One Bank and U of I Parking and Transportation Dept., and volunteered at the Ronald McDonald House.
My career began as a farm loan officer with the USDA. In 2016, I made the decision to become a second-generation financial advisor, joining my father's business. I have been invited to the firm's FA Leaders Conference three times, volunteered to coach new financial advisors and am currently on our regional leadership team.
My wife, Nicole, and I both grew up in Denison, and along with our new daughter, Scottlynn, continue to call this community our home. I am a Rotary member and volunteer in various community activities. I enjoy spending time with my family, golfing, going to the lake, traveling and cheering on the Hawkeyes and Yankees.
Our team includes senior branch office administrator, Tami Reetz, who joined the firm in 2007 and branch office administrator, Lisa Clausen, who joined our office in 2019. Together, we are dedicated to providing you with the highest level of service possible.
At Edward Jones, we want to understand what is important to you. Once we understand your priorities, we can create a strategy to help reach those goals. I would love the opportunity to discuss your financial situation. Give us a call!
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Table Tennis
Office Address1325 Broadway
Denison, IA 51442 opens in a new window
Phone NumberJoe Ferguson at (712) 263-5636
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