It has been said, "If you love what you do, you will never work a day in your life."

This is one of the reasons I choose to work at Edward Jones. The uniqueness of the people we serve, combined with the opportunity to make a meaningful difference, has truly allowed me to find satisfaction in my career since joining the firm in 2007.

No two people are the same, and we look forward to getting to know you and your unique values, priorities and goals. There are many complex trade-offs that people face, and helping our clients make informed decisions in order to move forward with confidence is one of the most fulfilling aspects of our job.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

My team consists of branch office administrators Gail Pogge and Deb Strait who are here to serve, but we're not alone. Thousands of Edward Jones professionals and advanced technology support our office as well.

We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a strategy that utilizes everyone's expertise. Working together, we will help you develop a plan to achieve your financial goals. Additionally, we are committed to staying connected, and returning phone calls in a timely manner is one of our top priorities. Our clients can also expect proactive ongoing contact at least annually, or more often depending on your needs.

In addition to serving clients, I have had the privilege to serve as an Edward Jones regional leader since 2015. In this role, I support local offices in southwest Iowa and Omaha to ensure best practices are utilized, and our collective efforts promote a client experience that reflects the highest standards for sound guidance and exceptional service. My Edward Jones colleagues are incredible, and I am a huge advocate for my local partners who are committed to serving our communities.

On a personal note, I enjoy spending time with my wife, Mary, and our three kids, and staying involved in my community. I also enjoy playing and coaching tennis, downhill skiing, watching Minnesota Vikings football and traveling the world.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Tennis
  • Skiing

Office Information

Office Hours

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

Branch Team

Email Me

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