Experience and Background
As an Edward Jones financial advisor, I believe it's important to invest my time understanding your goals and your dreams before we invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family, whether it involves retirement savings or distribution, education savings planning, or an insurance need.
I began my Edward Jones career in 2001 as a financial advisor in Collierville, TN. In 2004, I had the opportunity to move to an office in Sevierville. Prior to joining Edward Jones, I was principal at Atlantic Hospitality and a vice president at Hilton Hotels with experience in planning, budgeting and feasibility analysis.
I attended the University of Tennessee and graduated in 1975 with a bachelor's degree in accounting. In 1985, I earned my executive MBA from the University of Memphis. I have also received the AAMS® professional designation.
I have been active in business and civic affairs in Sevierville for many years. I am a member of the Sevierville Chamber of Commerce. Also, I have served the firm as a field trainer leader, a regional asset and office sharing ambassador, a compliance information leader, a field trainer and mentor, and a regional academy leader.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals, face to face.