As an Edward Jones financial advisor, I want to understand what's important to you before you invest your money. Working closely with you and your CPA (tax preparer), attorney and other professionals, I use an established process to build personalized strategies to help you achieve your goals for you and your family. We will partner together to help keep you on track so you have more options to enjoy the activities you want to experience in your retirement years. My branch team consists of senior branch office administrators Kathy Olson, Brittany Holst and Velma Wilkerson, who are dedicated to providing you with the highest level of service that you deserve.

In 1993, I began my career as an Edward Jones financial advisor, opening the firm's second branch in Davenport, IA. Since joining the firm, I have completed five asset-sharing plans and have helped expand the firm's presence in Davenport and the surrounding Quad-Cities area. I have held numerous roles within my region; serving as a mentor, performance leader and recruiting leader. I became a limited partner with Edward Jones in 2000. In 2014, I accepted the role of regional leader. I was named a general partner of the firm in 2016.

Originally from Arlington, IA, I graduated from the University of Northern Iowa in 1985 with a degree in accounting. I moved to Davenport, IA and practiced as a CPA with the accounting firms KPMG and Deloitte from 1985 to 1993. I hold the CFP ® professional designation.

My wife, Molly, and I have been married for over 25 years, and we have three adult children: Maggie, Nicholas and Bridget. I am involved with various charitable organizations and have a passion for improving the Village of East Davenport, the area of town where my branch office is located.

Office Information

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

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