At Edward Jones, every strategy we offer and every solution we recommend is based on a clear understanding of what's most important to you. Only then can we work through our established process to help you build personalized strategies and to clearly define the specific actions needed to achieve your goals. We will continue to partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we've developed, to help keep you on track toward your lifetime goals.

I joined Edward Jones in 2002. I came to Edward Jones because I wanted to help individual investors work toward achieving their financial goals. In addition, my branch office administrators, Donna and Maggie, are always here to help with your needs. We work together as a team to provide highly personalized service and help ensure each client feels welcomed and valued. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

A 2002 graduate of the University of Northern Iowa, I hold degrees in both marketing management and finance. I received the CFP® professional designation in 2008. I also obtained my master's degree in personal financial planning from the College for Financial Planning in 2012.

As a part of this community, I am an active member of St. John's Catholic Church and serve as finance chair. I also am the past board chair for the Northeast Iowa Foodbank and the Buchanan County arm of the Northeast Iowa Community Foundation.

However, my most gratifying role is that of a father and husband. My wife, Maggie, and I have two daughters. Originally from Waterloo, we have lived in Independence since 2006. In my spare time, I enjoy spending time with family, coaching our daughters' sports teams, golfing, travel and reading.

Thank you for considering our services. We would appreciate the opportunity to earn your business. Please contact us to discuss your situation and options.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Golfing
  • Traveling
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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