About
After 40 years of experience in the financial services profession, including 17 years as a consultant to financial advisors and their clients, I joined Edward Jones as a Financial Advisor in early 2018. I chose Edward Jones because of their exceptional training programs, years of client-focused service for long-term individual investors and my ability to live and work in the community that I serve. My new office is close to our home in a growing area of Marion, IA.
I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future. It's not just a job, it is truly a chance for me to fulfill my passion of improving the lives of families and businesses in our community.
I enjoy working with people who are preparing for or living in retirement, possibly moving between jobs, professionals and business owners, and those with estate considerations. If you're unsure about whether your plans are working effectively to help you achieve your financial goals, or would simply like a complimentary second opinion and risk assessment, I encourage you to call me at (319) 289-0731 and start our conversation. Thanks for the opportunity to be of service.
I grew up here in Cedar Rapids, graduated from Washington H.S, and although I've always been a Hawkeye fan, I attended Iowa State and still cheer for both schools. California then beckoned me and I spent 20 years in the San Diego area, where I met my wife of 37 years and our two sons were born. In 1994, we moved our young family back to Des Moines to raise our boys with Iowa values. We lived there for 24 years before returning here to my hometown in July of 2018. We're proud grandparents and also love our two Soft-Coated Wheaten terriers.
