In 2005, I began my career with Edward Jones in Parkville, MO. When my wife, Nicole, and I wanted to start a family (which now includes three daughters), we decided to move closer to my hometown and family farm in Keota, IA. In 2008, we relocated to Burlington and took over the downtown Edward Jones office.

I have been active in the Burlington community, serving as president of the Burlington Rotary Club, secretary of the Burlington Area YMCA and member of the board of directors for the Burlington Educational Foundation, among other organizations. I was elected to a term on the Burlington School Board where I was then chosen as president. I also am a member of Mensa.

Away from work, I enjoy spending time with my family, woodworking, watching movies, helping on the farm and following my favorite sports teams (Go Cyclones!). I am an active blood donor, T-Ball coach, enjoy volunteering at Head Start and am passionate about childhood literacy issues.

My senior branch office administrator, Cheryl Bonner, has over 25 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends or account in general.

I am constantly inspired to come to work, as I get a great joy from helping simplify the often complex or difficult financial problems people may have. While we work with a wide range of clients with a wide range of goals, we focus on working with clients serious about planning for retirement and entering retirement. We analyze different risks people may face in retirement and work on positioning their portfolio to minimize these risks.

Before you can begin working toward achieving your financial goals, you must first define what's important to you and your family. We spend the time to understand what retirement looks like to you so we can recommend the most appropriate financial strategy for you and your family.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment
  • Woodworking
  • Farming

Office Information

Mailing Address

Po Box 367 Burlington, IA 52601

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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