As an Edward Jones financial advisor, I believe it's essential that I invest my time to better understand your individual goals and needs before you invest your money with our team. From building the most appropriate financial strategy for you and your family to crafting a retirement savings strategy that provides you with options as you retire… My goal is to provide you with an unparalleled client experience.

One of the most unique aspects of my office is the labor-intensive approach we take in building customized portfolios for each of our clients. This strategy increases customer involvement and empowerment. My team understands the strict attention to processes and procedures required to maintain the scalability of our business. It is why generations of clients have referred their friends and families. I'm registered in over 40 states to better serve customers throughout the United States.

Our approach has gathered national attention. In 2021 and 2022, Forbes named me to their list of Best-in-State Wealth Advisors, ranking #1 in Iowa in 2021 and #2 in 2022.* On ten occasions, I've ranked among Barron's Top 1200 Financial Advisors (in 2012, 2013, 2015-2022).**

None of this would be possible without the exceptional team I'm blessed to work alongside every day. Their level of professionalism and attention to detail is matched only by their genuine compassion for every customer through the door or on the other end of the phone line. It's something that I'm inspired by, and incredibly proud of.

One of the most exciting highlights of my career has been adding my son, Sean, to our team and witnessing his success as a fellow financial advisor. We share a passion for this industry and his ability to adapt to the dynamic challenges of the past couple years is a definite asset to our business.

We're stronger together, and we look forward to seamlessly and comprehensively serving our clients' needs for many years to come.

*Forbes Best-In-State Wealth Advisors in Iowa in 2021 and 2022, awarded 1st quarter each year, research by Shook Research, data as of June of prior year. Compensation provided for using, not obtaining the rating.
**Barron's Top 1200 Financial Advisors in 2012 to 2022, awarded February or March each year, data as of September of prior year. Compensation provided for using, not obtaining the rating.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Mailing Address

Po Box 249 Webster City, IA 50595

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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