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

In 1998, I joined Edward Jones as a financial advisor, opening the firm's third branch office in Ames. Prior to joining Edward Jones, I was employed with First National Bank Ames for 17 years.

I earned a bachelor's degree in industrial science from Iowa State University in Ames. In addition, I am a graduate of the Graduate School of Banking at the University of Wisconsin, Madison.

My wife, Kris, and I have two children, John and Jennifer, and four grandchildren: Hailey, William, Ivy and Gabrielle.

Active in the community, I am a former president of Hearth & Heather, Heartland Senior Services and United Way of Story County in Ames.

My senior branch office administrator, Audra Schroeder, has 21 years of experience and is dedicated to providing you with the highest level of service possible.

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.