I joined Edward Jones following in the footsteps of my father-in-law who opened an Edward Jones office in Hartsville, SC back in 1984. After working at the Edward Jones headquarters in St. Louis, I moved to Atlanta with my wife and children to open a branch office for Edward Jones in 2015.

I have extensive education and the experience required to help you accomplish your financial goals. A little background: I attended the University of Alabama in Birmingham, where I earned a bachelor’s degree studying business. I continued on to graduate school where I obtained a master's in financial planning. In addition to my graduate degree, I earned the CERTIFIED FINANCIAL PLANNER™, CFP®*, certification. I also hold the CRPC™, CRPS™ and AAMS™ designations.

I opened my practice to deliver an unsurpassed experience to my clients. My approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, I conduct a deep analysis of the individual's lifestyle, goals and aspirations. This is complimented with an understanding of what is most important to you and what are you looking to accomplish now and into the future.

For a complimentary 15-minute phone or zoom conversation with me, please call the office number below. My team and I look forward to hearing from you.

Office: (770) 788-6181
Email: [email protected]

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Wealth Strategies

My Personal Interests

  • Personal Fitness
  • Vintage Cars
  • Traveling

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 - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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