While many leave their hometown after college to rarely return, I felt the call to return to Boone to invest in my community and to give back to the hometown that has given me so much. I started out my entrepreneurial career here in Boone by operating Byriel Window Washing. Through that endeavor, I learned the value of hard work, quality service and building relationships with my customers. Since then, my career has changed, but my values have not. Now I serve Boone as a financial advisor — partnering with individuals over the long-term to make a lasting impact in their families and communities.

It is important to me that I fully understand my clients' goals and needs. So, I use an established process to help them create financial strategies specific to their goals. However, my services don't stop there. My office will be committed to staying in touch regularly with our clients to help make sure they stay on track. I work closely with my clients' accountants and attorneys to make sure we have a holistic investment strategy in place.

Whether your goal is saving for retirement, living in retirement, saving for college, preparing for life's unexpected events or transferring your wealth, my goal is to provide customized solutions to help get you there. My clients come from a wide variety of backgrounds, careers and parts of the country — but whatever your need or situation, I will strive to give you the quality service I would give to my friends and family.

Part of my commitment to Boone involves community service. When I'm not in the office, I am very involved in my church and am passionate about community improvement. I'm a member of the Boone Rotary Club and serve on the Youth and Shelter Services Advisory Board. In my free time, I like to hike, workout, travel and golf (I'm learning).

My Personal Interests

  • Backpacking
  • Bird Watching
  • Community Outreach
  • Spending Time with Family
  • Traveling

Office Information

Mailing Address

Po Box 127 Boone, IA 50036

Office Hours

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

Branch Team

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