Throughout my life, helping others has been an integral part of who I am. I chose a career as a financial advisor with Edward Jones because I believe I can make a difference in the lives of families in my community.

As a financial advisor, I have the privilege of working with my clients and their families to help them achieve their financial goals. This is done through taking the time to get to know each of my clients on a deep level so I can understand what is most important to them. I take great pride in working closely with my clients and their trusted professionals to make sure we have the most detailed plan in place. I also love having the opportunity to work with clients on a regular basis to check in on questions they have or changes that have taken place in their life or in the market. I believe that a solid financial strategy is one that is reviewed on a continuous basis.

There is no greater fulfillment than getting to see my clients send family to college, go on their dream vacation, enjoy their retirement or protect and transfer assets. My goal is to have a long-lasting, positive impact on the lives of my clients and future generations.

I attended Indian Hills Community College for two years before transferring to Iowa State University in 2007. I graduated from Iowa State University with a bachelor's degree in finance in 2009. During my time in college, I was a member of the basketball teams for both Indian Hills Community College and Iowa State University.

I have been fortunate to call Carroll, IA home for much of my life. I am grateful to have the opportunity to work, live and raise a family in the town that I am so proud to have grown up in. I love volunteering locally and am currently a member of three different boards within our community.

My wife, Shellie, and I have three wonderful daughters, Tenley, Teagan and Tristyn. Shellie is a financial advisor with Edward Jones in Carroll, IA and we work together in the same branch. In my free time, I love spending time with Shellie and our three girls, along with golfing or working out.

If you would like to partner together, please feel free to reach out. I would be honored to have the opportunity to earn your business.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • New Investors
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Sports Enthusiast
  • Traveling
  • Volunteering

Office Information

Mailing Address

Po Box 624 Carroll, IA 51401

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 Closed
Sun Closed

Branch Team

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