I have been a financial advisor with Edward Jones since 1994. I help individuals, families and business owners determine and prioritize their goals, formulate investment strategies for achieving those goals, and execute disciplined investment strategies.

Alongside my team of financial professionals, I am committed to understanding my clients' needs, motivations and values. I utilize an established process to help my clients identify, establish and achieve their goals through comprehensive, uniquely-tailored financial strategies. I partner with my clients for life, knowing that needs and goals may change. When outside professional cooperation is beneficial to my clients, I can collaborate with your CPA, attorney and other trusted professionals, always keeping your information confidential.

With my branch office administrator Donny Lindell, we are dedicated to doing what is best for our clients and serving them with loyalty, passion and care.

In addition to my financial advisor role with Edward Jones, I have been a limited partner with the firm since 2002, a regional leader since 2014 and a general partner of the firm since 2017. In my role as a regional leader, I am responsible for the leadership of over 50 branch teams in Southeast Iowa.

Within the community, I am a member of the Rotary club of Coralville-North Corridor and past president. I am a 25-year member of the Iowa City Area Chamber of Commerce. I also am a member of the Greater Iowa City Home Builders Association and have served on the Capitol committee. Additionally, I am passionate about my faith, family, farm and the great outdoors.

At Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Office Information

Office Hours

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

Branch Team

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