I am a financial advisor with Edward Jones, serving a wide variety of clients.
Our office uses an established process to build personalized financial strategies that are designed to help achieve each of our clients' unique goals. I take time to truly listen to and understand our clients and appreciate their values. I identify challenges and any potential blind spots in your financial goals and leverage our many resources to solve problems and create opportunities. Once we have our strategies in place, I continue to partner with our clients throughout their lives to help keep them on track. I will collaborate with your team of CPAs, attorneys and other trusted professionals as needed, while always keeping client information confidential.
I am proud to serve clients whose goals range from growing their wealth, to saving for education expenses, to planning the seamless transfer of their estate to their loved ones. I really enjoy working with our clients - no matter their current situation - to help them achieve their lifelong dreams.
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 they were in when I first met them. I am grateful to work for such a client focused company and would love the opportunity to show you how it all works!
Outside of my role with Edward Jones, I am the lucky husband of my beautiful wife, Kara, father to my daughter, Olivia, and son, Jack, and two dogs, Milo (Cavalier King Charles Spaniel) and Rucker (German Shephard). I am passionate about giving back to the community through various sponsorships and an (almost) daily visitor of the Newton YMCA. Sports have always been a big part of who I am, and I am a diehard fan of the Miami Dolphins and the St. Louis Cardinals.
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Active Lifestyle
Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Active Lifestyle
Office Information
Office Address
1821 1st Ave ENewton, IA 50208 opens in a new window
Mailing Address
P O Box 128Newton, IA 50208
Phone Number
Nate Milone at (641) 792-5151Branch Team
- Laura Madden
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Laura Madden
- Sr. Branch Office Administrator
Branch Team
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