Experience

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  EDGE Investment Solutions

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Investment Advisor

    • Sep 2017 - Present

  • Investment Advisor Representative | AIF | Dave Ramsey SmartVestor Pro

    • Sep 2017 - Present

    As an Investment Advisor Representative, my goal is to help my clients become debt free and live a successful retirement through developing long-term retirement saving and income strategies. I am dedicated to helping clients protect their wealth by making sure the appropriate amount of insurance is in place and that their investment strategies are in line with their risk tolerance, goals & objectives. I am a Dave Ramsey SmartVestor Pro and a frequent instructor of Dave’s 9-week Financial Peace University course.I have been working with Damon D. Walker and his team since 2012. Starting out as a case manager and working my way to become and Investment Advisor Representative & Dave Ramsey SmartVestor Pro. I currently hold my FINRA Series 63, 65 & 7 licenses as well as my life insurance license. I am also an Accredited Investment Fiduciary (AIF) and an Iowa Notary.Originally from Postville, Iowa, I currently reside in Cedar Rapids with my wife Megan and our 3 children, Mahayla, Milo & Julian. I graduated from Wartburg College in 2009 with a degree in Business Finance. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EDGE Investment Solutions are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites

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  Premier Investments Of Iowa

  • Investment Advisor Representative | Dave Ramsey SmartVestor Pro

    • Oct 2014 - Aug 2017

  • Senior Case Manager

    • Feb 2012 - Oct 2014

    As a case manager for Damon D. Walker, I helped to ensure that new clients had a smooth transition when joining our firm as well as processed and followed up on current client services requests.