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 2014, I began my Edward Jones career as a financial advisor in Council Bluffs. My office is located at 103 North Avenue in the North Avenue Tower. Today, Edward Jones serves the community from multiple convenient locations.

My spouse, Jodi, and I have three grown children. Originally from Treynor, I have lived in Council Bluffs since 2005. Active in the community, I have served on the board of Habitat for Humanity and I am active in the Noon Rotary Club and the Council Bluffs Business Connection Networking Group.

My branch office administrator, Lora Schlines, joined our team in November 2018. Please don’t hesitate to call our office with questions concerning your statement, dividends, stock certificates or to schedule a meeting.

At Edward Jones, we’re 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.

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