At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. I use an established process to help build tailored strategies to help achieve your goals. We will partner together throughout your life to keep you on track.
I began my Edward Jones career as a financial advisor in 2017 because I have a passion for developing strategies that help families achieve their financial goals and enjoy life to the full. I received the Zeke McIntyre Pioneer Award, which recognizes new financial advisors who were meeting or exceeded expectations during their first year with the firm. At the beginning of 2020, I opened a new branch located in Technology Park Atlanta, right here in Peachtree Corners, Georgia.
I strive to be a leader in the Peachtree Corners community by serving on the board of the Peachtree Corners Business Association and Rotary Club. Prior to joining Edward Jones, I worked in Catholic education as a teacher, administrator and principal. My wife is an attorney in Atlanta. When not in the office, we enjoy spending time with our children, traveling and watching college football.
Our typical clients are serious, long-term investors who live or work in the suburbs of North Atlanta and value a personal relationship with a local advisor.
Our investment philosophy is simple and deliberate; we believe the three keys to investment success are:
1. Buy quality investments
2. Diversify your portfolio to be aligned with your tolerance for market risk
3. Maintain a long-term perspective
At Edward Jones, we're focused on you. Relationships are key, and in our view, meeting face to face builds strong partnerships.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let’s visit via a Zoom call.
My email is [email protected].
My Personal Interests
- Spending Time with Family