I have been working with Edward Jones since 1994. After I spent four years on active duty as an Army Officer, I started a career with Edward Jones. However, in 1998, I found my talent of teaching and helping better served by becoming a product partner, helping financial advisors across several states with their businesses. This experience led me back to Edward Jones in March of 2018.

I believe that my job is to listen to my clients and find out what is important to them and take my years of experience to customize a strategy for their individual needs. It is my passion for helping others that I truly find rewarding.

I took from my military experience the duty to serve and help others. Throughout my career, I have found that matches well with the Edward Jones culture of putting our clients first. Edward Jones gives me the tools to place my clients' needs first, ensuring we have an ideal client experience.

I am an active member of my church and community. I co-founded a non-profit in 2014 that provides financial support to Iowa families dealing with a pediatric or blood cancer. I have also spent time on the National Advisory board for the Leukemia Lymphoma Society's Team in Training. I am an active member of Des Moines Estate Planners Association. My free time is filled with friends and family around a cookout, an evening drive in our Jeep with the top off or the nightly face time with our only grandchild.

My years of experience allow me to work closely with my clients on a range of needs, from retirement solutions, estate considerations and life and long-term care solutions to charitable giving strategies and business valuation and exit strategies, as well as many additional areas. I work closely with both CPAs and attorneys to ensure my clients' needs are being met.

I welcome the opportunity to learn about you and your family and the financial priorities you have set. It all starts with a simple conversation – let's visit.

Focus areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Cooking
  • Cycling
  • Golfing
  • Hunting
  • Volunteering

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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