While I enjoyed my previous career, I always felt like something was missing and I wanted more. I wanted to help inspire people to invest and enjoy retirement. In 2010, I decided to follow my passion, and I chose to begin my career with Edward Jones because of their reputation for always putting the client first.

With every client, it is a priority that I know what is most important to you and your family. I invest time understanding and appreciating what your goals, values and priorities are before making any investment recommendations. We do this by following an established 5-step process. From there, our branch team partners together with your CPA, attorney and our team of professionals at the Edward Jones home office. We do this to ensure that we have the most suitable financial strategies in place for you and your family. Helping our clients live the retirement they dreamed about is what I enjoy most!

I earned a bachelor's degree from Ball State University, received the AAMS™ professional designation, and I have proudly accomplished a lifetime goal of achieving the CFP® certification. In 2019, I had the honor of becoming an Edward Jones limited partner and currently, I develop and train financial advisors within my region.

My team includes an extraordinary senior branch office administrator, Brenda Vellia. We are dedicated to providing you with the highest level of service because we want to exceed our client's expectations so that our clients are clients for life!

Outside of the office, you can find me taking advantage of all the low country has to offer with my wife, Amanda, and our two young daughters, Hannah and Caroline. I love being in a boat out on the water, chasing my kids around or watching sports teams from my native Hoosier state.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Estate & Legacy Strategies

Office Information

Office Hours

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

Branch Team

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