As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 1997, I began my Edward Jones career in our home office in St. Louis, MO, where I held many positions. I was a branch manager for eignt years and was responsible for ensuring our branches were in compliance with firm and industry regulations. I became a limited partner with Edward Jones in 2007.

I transitioned from the home office to become a financial advisor because I wanted to help individual investors work toward reaching their financial goals. In addition, my branch office administrator, Pam Walker, is always here to help with your needs. She and I work together to help ensure each client feels welcomed and valued.

A 1996 graduate of Missouri Baptist University, I hold a Bachelor of Science in business administration.

Originally from Charleston, SC, I have lived in southeast Louisiana since 2012. My most gratifying, and sometimes challenging, role is that of a husband and father. My wife, Tara, is an educator at the Academy of Sacred Heart in New Orleans. We have one son.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.