Since 1989, I have dedicated myself to working with serious long-term investors. I strive to develop personalized strategies necessary to reach your unique long-term goals.

Using an established process, I will partner with you to determine the most appropriate solution. For your more complex needs, I will work closely with your CPA and attorney in developing tailored strategies. Whether the need is planning for retirement, creating a regular flow of income, legacy planning or reducing taxes, you can expect personalized, timely service.

A graduate of Chadron State College with a bachelor's degree in business administration (accounting), I worked as a CPA for several years with a small accounting firm before joining Edward Jones.

I have been a limited partner with Edward Jones since 1998, and have qualified for the Edward Jones annual Leaders Conference since 2014.

My wife, Christie, and I have two grown children, Staci and Perry. Perry is a second-generation Edward Jones financial advisor in Boone. Staci is a teacher in Hawaii. My wife and I enjoy traveling to visit Staci and her family whenever possible.

Focus areas

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

Office Information

Mailing Address

Po Box 621 Boone, IA 50036

Office Hours

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

Branch Team

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