Over 30 years ago, I began my career with Edward Jones as a financial advisor. One of my favorite aspects of my role is the ability to partner with each client and their family to create long term-success by establishing goals and implementing personal strategies to achieve them.

Outside of my role with Edward Jones, I enjoy spending time with my wife, Ann, and our two grown children, Kaitlin and Cody. Ann has not only been my life partner for over 35 years, but also my business partner for over 20 years, helping at the office on a regular basis. My favorite activities include traveling and spending time outdoors jet skiing on the Missouri River. When I am not on the river, you can find me on the pickleball courts.

My entire branch team, which consists of Dakota Baumhoer, Andrea Merriman and myself, provides you with personal and individualized service. We will work closely with our entire client team of you, your CPA, attorney and other professionals, as well as our entire support team from the Edward Jones home office, to help ensure we provide you with the most current and comprehensive guidance.

Dakota has been in customer service for the last 10 years and has been with Edward Jones since 2018. Prior to joining the firm, she worked for three years in the banking industry alongside Andrea. Dakota and her husband, Tyler, have been together for eight years and have two children, Liam (5) and Harper (2). She loves spending time with her family.

Andrea has worked in customer service for the past 18 years and has been with the firm since 2017. Previously, she worked for 10 years in banking. She has been with her husband for over 17 years and they have two children. When she is not at work, she enjoys crafting and spending time with her family and their three dogs.

Let our team show you how we can partner together to make an impact in your life.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Technology
  • Wine Collecting/Enthusiast
  • Pickleball

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

Email Me

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