I began my Edward Jones career in 2008 as a financial advisor in Dubuque.

My family and I have lived in the Dubuque area since 1982. I have been married to my wife, Shari, for 40 years. We have four children and five grandchildren.

At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

My branch office administrator, Heather Jellison, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Branch Team

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