As your Edward Jones branch team, we believe it's important to invest our time in understanding what you are working toward before you invest your money. Our team is passionate about helping our clients feel understood, informed, in control and secure. Working closely with you and your certified public accountant, 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 saving plan, so you have more options when you retire.

I joined Edward Jones as a financial advisor in 1999, opening the firm's first branch office in Carlisle. I became a limited partner with Edward Jones in 2003.

My wife, Kristan, and I have three children: Cooper, Claire and Charlie. We have lived in Carlisle since 2002. I am an active member of the community, serving on the Warren County Conservation board. In the past, I have also served on boards for the Carlisle Area Dollars for Scholars, Greater Carlisle Community Foundation and the Carlisle Chamber of Commerce and as a trustee of Palmyra Township.

My branch office administrator, Jaila Skinner, has 20 years of experience and strives to provide you with the highest level of service possible. Please do not hesitate to contact her with questions concerning your statement, dividends, stock certificates or your account generally.

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.

Focus areas

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

Office Information

Mailing Address

P O Box 462 Carlisle, IA 50047

Office Hours

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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More