After 23 years of teaching high school business courses, I had no doubt I would retire from a long career at Paola High School. From 2008 to 2018, my wife, BriAnne, and I had benefitted from our Edward Jones financial advisor in many areas: preparing for our retirement, investing an inheritance and planning for our son's education. Our lives were on a much better path after beginning our relationship with Edward Jones. At the start of winter break in 2017, my financial advisor presented me with the opportunity to work for Edward Jones and continue doing what I love: teaching, building relationships and helping people.

Our Edward Jones team has one guiding principle: to always act in the best interest of our clients. Our established process involves discovering each person's priorities and developing an individualized plan to achieve those goals. Working together throughout our clients' lives, we establish a strategy that can be adjusted when unexpected events occur.

Our outstanding branch office administrator, Katie Jo Terveer, provides the highest level of professional and personalized service. Working together, we strive to provide excellent customer service that allows us to build relationships and achieve financial goals.

Outside of Edward Jones, I am involved in both the Miami and Linn County communities. I am a member of the United Way of Miami County, Miami County Cancer Foundation, Linn Valley Planning and Zoning Committee and Linn Valley Financial Committee. I also enjoy spending time with my family and friends, golfing, cooking and travel.

Katie Jo and I are proud members of the Linn and Miami County communities. We want to meet and help as many people as we can in both regions. Please contact us to discuss your situation and your options. We pride ourselves on building relationships, so we are able to help each person with their individual needs. We look forward to visiting with you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • New Investors
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Cooking
  • Reading
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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