As an Edward Jones financial advisor, I believe it is essential to invest my time in understanding what is most important to you. Every person is unique with their lifestyle, goals and aspirations. There is no identical plan for everyone. By working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you.

We grew our practice by focusing on business owners and families. Having successfully built and sold a business before joining Edward Jones and having a family myself, I know how financial preparation and investment monitoring can easily fall by the wayside.

We work with clients throughout the country including:

- Serious, long-term individual investors
- High-net-worth families with complex financial needs
- Small to medium-sized business owners
- Professionals such as attorneys, accountants, physicians and engineers
- Retiree's with income strategy and wealth transfer needs
- Career changers and understanding their options with their 401(k)

My branch office administrator, Ashley Davis, is dedicated to providing you with the highest level of service possible. Having worked alongside various business owners and professionals and having a background in accounting, she is my true partner in this practice and excels at taking care of our clients' administrative needs. Please do not hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.

My wife, Sydney, and I have been married since 2008 and have two wonderful twin daughters. Sydney and I are very active in the community and love to support local businesses. Our daughters are highly active in gymnastics, basketball and soccer.

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) 998-7244
Email: [email protected]

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Car Restoration
  • Aviation
  • Auto Racing
  • Traveling
  • Golfing

Office Information

Office Address

1101 Macy Dr Roswell, GA 30076

Office Hours

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

Branch Team

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