Do you know what would happen to your family financially if you didn't wake up tomorrow? Can you confidently say that you know exactly how much money it's going to take for you to be able to retire comfortably, and to stay comfortably retired for a very long time? Are you maximizing your tax planning strategies? If you can't confidently answer these questions, then we need to talk!

At Edward Jones, every strategy we offer and every solution we recommend is based on us first gaining a clear understanding of what's most important to you. We then invest the time to ensure we clearly know your total financial situation. Then, we use our established five step planning process to help you build personalized strategies and clearly define the specific actions needed to achieve these goals. And finally, we'll 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 focus in helping high net worth families with more complex financial needs who are looking for a financial advisor to serve them in a fiduciary capacity. In addition to myself, 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.

A 2002 graduate of the University of Northern Iowa, I hold degrees in both marketing management and finance. I received the CFP® certification 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 proud supporter of our local school sports programs. I am also the past board chair for the Northeast Iowa Foodbank, the Buchanan County arm of the Northeast Iowa Community Foundation, and finance chair at St. John's.

However, my most gratifying role is that of a father and husband. My wife, Maggie, and I have two daughters. In my spare time, I enjoy spending time with family, watching our daughters' sports, 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.