As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. My branch office administrator, Patty Rohwer, and I are dedicated to helping you organize, build, protect, and transfer your wealth with world-class service.
I was born and raised in Sheldon before moving to Humboldt, Iowa, and graduating from Humboldt High School in 2003. I then earned bachelor's and master's degrees in accounting from the University of Nebraska-Lincoln in 2006 and 2007, respectively. I began my professional career with Deloitte & Touche in Omaha, Nebraska, where I worked as a certified public accountant (now inactive). I eventually moved on to work for ConAgra Foods and Wells Enterprises before joining Edward Jones in 2017. I earned the CFP® designation in 2020, and the ChFC® designation in 2021.
In addition to working for Edward Jones, I also enjoy volunteering my time in my community. I currently serve on the Board of Directors for both the Sheldon Chamber and Development Corporation and Village Northwest Unlimited. I am also a member of the Sheldon Noon Kiwanis Club.
My wife, Kelli, and I have three sons, Jack, Alex and Levi. I enjoy spending as much time as I can with them as well as playing golf, swimming, traveling and watching sports.
Please don't hesitate to reach out to our office with any questions you have about your accounts or about becoming a client.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Charitable Giving
- Estate & Legacy Strategies
Mailing AddressPo Box 410
Sheldon, IA 51201
Phone NumberTrevor S Gottula at (712) 324-4643
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More