In 2000, I began my Edward Jones career as a financial advisor in Templeton. I became a limited partner with Edward Jones in 2008.
In 1993, I earned a Bachelor of Arts degree with majors in accounting and business administration from Coe College in Cedar Rapids, Iowa.
I received the AAMS® professional designation in 2007. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Terri, and I have two children, Ethan and Claire. Originally, I am from Boone, Iowa, and I have lived in Templeton since 2000. I am an active member of the community, serving as a member of the Templeton Chamber of Commerce and the Templeton Historical Museum Society.
My Senior Branch Office Administrator, Lisa Morris, has helped me serve clients since 2005 and became a limited partner with Edward Jones in 2011. She is dedicated to providing our clients with the highest level of service possible. She can answer many of your questions about your account in general.
I partner with my clients in a way that is approachable and open for them to express themselves, ask questions and learn. I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. My philosophy is to be diligent and pragmatic, and to follow a well thought-out long-term plan to reach their goals.
We treat all our clients the way that we would want to be treated! We look forward to working with you.
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