In my previous career as a CPA, I continually thought "if only you had done this", your outcome could have been much better. I joined Edward Jones in 1998 as a financial advisor and have attained the CFP® certification. I strive to develop strategies that suit a client's specific situation before they take action. I value the opportunity to serve as a resource for investors by guiding them toward achieving their financial goals. I enjoy being a part of my client's lives, building and growing relationships with them and their families.

Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.

Our clients can expect a high level of service and a personalized approach. I help create tailored solutions to solve the needs of our clients, including:

-Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or creating a legacy.
-High Net Worth clients who are looking for tax-sensitive strategies.
-Small business owners who want to invest through their company or develop a strategy for their personal portfolio.

Originally from Noblesville, IN, my wife, Jennie, and I moved back to her hometown of Lebanon to be closer to family. Raising our two children here has been wonderful.

My branch administrator, Tammy Turner, has worked for Edward Jones for twelve years. Tammy is accessible and helpful to clients, ensuring they feel comfortable and confident with their accounts.

We both feel it is important to give back to the communities we serve and are involved in various volunteer efforts.

If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Baseball
  • Music
  • Reading
  • Sustainability
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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