Before you can begin working toward achieving your financial goals, you must first define what's important to yourself and your family. Does that include putting you children through college, making sure you've saved enough for retirement, leaving a legacy, or something else? I can help you prioritize your needs and define your goals.

I began my Edward Jones career in 2002 as a college intern in an office in Bowling Green, KY. Upon graduating, I became a financial advisor and in 2004 opened our second branch office in Brentwood, TN. In addition to serving over 350 families as a financial advisor, I have volunteered in multiple leadership roles. I was named a regional leader in 2014, and today I am responsible for the success of nearly 80 financial advisors throughout the Greater Nashville area and middle Tennessee. I became a limited partner with Edward Jones in 2011 and was named a principal with the firm in 2017.

I graduated summa cum laude from Western Kentucky University with a degree in finance and emphasis in financial planning. I desired to expand my knowledge and expertise to better serve my clients, and successfully earned the Accredited Asset Management Specialist® designation. 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 family and I live in Brentwood, TN where my wife, Melissa, is a native. We have two amazing young men, Charlie and Drew. In my spare time, I enjoy traveling and living an active lifestyle with my family.

Together with my branch partners, Shellie Kurman and Lori Reed, we take pride in providing highly personalized service. There is nothing more important to us than understanding what is most important to you. Let us know how we can be of service.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Active Lifestyle
  • Volunteering
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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