I am a seasoned financial advisor with over 10 years of experience helping investors reach their goals. I serve as a partner and a mentor to my clients, guiding them through life events and investment decisions, in an effort to give them confidence in their future.

I joined Edward Jones due to its reputation in the industry as a firm with exemplary training and a conservative focus on long-term investing.

My clients have the option to work with us in many ways and on many levels, but whatever this may look like, they will always know I will never lose sight of what is important to them. I will partner with them throughout their lives to help them meet their goals and keep them on track.

My branch team includes Diana (Dee) Chenoweth who serves as my branch office administrator. Dee is an integral partner with both me and our clients.

I graduated from Burlington High School and Iowa State University. I live in West Burlington with my wife, Peggy. We have two adult children and one grandchild. Over the years, I have been involved in my local church as various board chairpersons, the Greater Burlington Partnership as a board member, treasurer and currently serve as board chair for the Chamber of Commerce, the Purple and Gray Foundation as the current secretary and the Burlington Kiwanis Club as a former board member and past president.

I am blessed to be able to come to work each day with the opportunity to help other members of my community reach their goals.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Golfing
  • Personal Fitness
  • Spending Time with Family

Office Information

Mailing Address

P O Box 825 Burlington, IA 52601

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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