After performing in an elementary school play, I was asked what I wanted to be when I grow up. My response was "retire early". After experiencing the loss of a loved one and the financial questions that arose, I decided to become a financial advisor with Edward Jones. Today, I serve as a partner and mentor to my clients, helping them navigate through life's investment and financial decisions.

Outside of the office, my hobbies include spending time with my family and friends and ordering too many books on Amazon. I also enjoy teaching others about ways to save and invest, and how proactive strategies can change the trajectory of their family legacy.

Dawn Swafford is my senior branch office administrator. Dawn has over 21 years of experience. She is responsible for keeping both me and our clients organized and is available to assist you with all of your administrative needs.

Our goal is to partner with you and your family to build financial goals, strategies and pathways to financial health and effective investments. We'll revisit your goals and risk tolerance, as well as the personal strategies we've developed, to help keep you on track.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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