As a teenager, I admired the way my father was able to impact lives in his work as an Edward Jones financial advisor. I paid attention to how his clients and his community respected him, and even then, I knew there were very few industries that would allow you to truly change lives through your job. Having his example to follow at such a formative time in my youth paid off. Even though I started my career in Montana, five years after opening my first office, I decided to move to Humboldt to join my father’s branch office.

I’m proud that for the past 30 years, I’ve been partnering with business owners, families and farmers to develop personalized investment strategies to achieve their financial goals. This process starts with understanding what’s most important to you as a client and an individual, then working together to create a plan that takes into account who you are and what you hope to achieve. Working closely with your CPA, attorney and other trusted professionals, we’ll make sure that you have a holistic plan that focuses on the big picture and long-term goals like intergenerational planning, enjoying your retirement and tax strategies.

Our office is passionate about client service and personalized care. In addition to my services as a financial advisor, our clients enjoy the benefits of a stellar team of branch office administrators including Dawn Parle, Lori Myers and Amy Nostrom. Together, they have nearly 35 years of experience and love getting to know our clients on a personal level. Our experience, combined with my CPWA® designation earned through the Yale School of Management and AAMS® professional designation, means that our clients have a wealth of experience and knowledge on their side.

Outside of the office, I enjoy spending time with my wife, Allison, and our three sons: Keegan, Quinn and Aiden. We’re passionate about giving back, and some of our favorite organizations include Lutheran Services in Iowa, Rotary, Moffitt Animal Shelter, Humboldt County Memorial Hospital and St. Mary's Catholic Church.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Charitable Giving

Office Information

Mailing Address

Po Box 545 Humboldt, IA 50548

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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