I first became an Edward Jones client when I was 16. I've always had an entrepreneurial spirit and a passion for goal setting. While spending 10-plus years leading a large team for a Fortune 500 company, I built a real estate investment firm in the Des Moines metro area. Through all of my business adventures, I have learned my truest calling is teaching and coaching. I get to use this calling every day with my clients by painting a picture of how to achieve their goals through our established process.

I love what I do because I see the impact it has on our clients' lives and find great satisfaction in leaving someone in a better position than when we first met. I am grateful to work for such a client-focused company and would love the opportunity to show you how it all works!

Our office uses an established process to build personalized financial strategies that are designed to help achieve our clients' unique goals. I take time to truly listen and understand your values and what's most important to you. I will identify challenges and any potential blind spots in your financial strategy and leverage our many resources to solve problems and create opportunities. Once we have our strategies in place, we'll continue to partner together to help stay on track throughout your lifetime. I will collaborate with your team of CPAs, attorneys and other trusted professionals as needed, while always keeping client information confidential.

Family is extremely important to me and it's one of my own personal "why's". My wife, Andrea, is a wound care nurse and our two active boys get most of our time outside of work. We spend as much time as we can outdoors fishing, biking and hunting. We have two dogs (Labradoodles) named Arlo and Lucy who my wife trains and shows competitively.

Office Information

Mailing Address

P O Box 610 Prairie City, IA 50228

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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