I first joined Edward Jones in 2011, working as a branch office administrator in branches across central Iowa. After completing my MBA at Iowa State, I started as a financial advisor in 2015. I was born and raised in Fort Dodge, and I am incredibly proud to build my business in my hometown. I believe in lifetime learning, and I'm proud to have earned my AAMS™ designation in 2018, my CFP® and ChFC® designations in 2019, and my CLU® and ABFP™ in 2022. I partnered with my father for the first five years until his retirement. The knowledge and care he provided made a significant impact on my work ethic and client relationships. I am forever grateful for that time.

The key to successful investing is developing a strategy now that can help you reach your personal goals. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs. Using an established process, I design personalized strategies aligned to your long-term financial goals.

My branch office administrators, Terri VanNostrand and Angela Barton, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

My work is my passion – working with clients to help achieve their personal goals. There is no better feeling than partnering with someone, working hard along the journey and getting to the end together. I believe in treating our clients how I would want to be treated, which means being transparent about the costs and risks involved with investing. I work best with clients that want help to put a long-term financial strategy in place. My vision is to build relationships by adding empathy, understanding and value to our conversations with clients.

My spouse, Sara, is a psychologist in private practice. She's a fantastic chef, and we enjoy traveling and cooking together.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Sports Enthusiast
  • Cooking
  • Movies & Entertainment
  • Technology
  • Social Responsibility

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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