MY PROFESSIONAL APPROACH
As a financial advisor with the Hiawatha, Iowa, office of Benjamin F. Edwards & Co. I enjoy helping my clients prepare financially for their future. Oftentimes that means saving for retirement, helping kids through school, or ensuring that family wealth passes from one generation to the next.
Preparing for your financial future requires careful consideration – and trust. Earning your trust will be my top priority as we work together to develop an investment approach that suits your financial goals and objectives and tolerance for risk.
We’ll start the process by sitting down together and going over your financial circumstances. We’ll discuss your current investing goals and your plans for the future. We’ll then work together to put together an investment approach that suits your individual needs. There aren’t any cookie-cutter solutions here.
This is the way Benjamin F. Edwards & Co. and I approach financial services and investing. I encourage you to come by and see me at the Hiawatha, Iowa, of Benjamin F. Edwards & Co. office at a time of mutual convenience. Let’s visit awhile and explore how we can work together and chart a course for your financial future. Give me a call.
I was a U.S. Army Veteran and a small business owner before I became a financial advisor. Outside of work, I am active in the community and volunteer my time with the Gateway Pantry, the Boy Scouts, and Habitat for Humanity.
When I’m at home, I enjoy spending time with my family my wife and our two children. In addition, I like to travel and be outdoors, and especially love hunting, fishing, and camping.
- Mount Mercy University, B.A. Business Administration, majoring in accounting and finance, 2013