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 was responsible for the success of nearly 80 financial advisors throughout the Greater Nashville area and middle Tennessee until stepping out of the role in 2022. I became a limited partner with Edward Jones in 2011 and served as a general partner from 2017 - 2022.

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 to better serve my clients and earned the Accredited Asset Management Specialist™ designation.

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 senior branch office administrator, 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
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More