After more than thirty years in the banking industry, I changed paths in 2008 to join Edward Jones as a financial advisor. For me, it was a great change – one I wish I would have made sooner. I truly enjoy helping others, and as a financial advisor, I am not only able to help families and businesses in our community but throughout the U.S.

Our office is a historical home on Main Street in LaFayette. Branch office administrator Katelyn Franks partners with me to support the investors we help. Katelyn is passionate about serving others and it is her friendly voice you will hear when you call.

We work with serious investors including business owners, executives, widows and retired professionals. Our job is to simplify your financial journey. We take each client through an easy-to-navigate process. We work with a network of CPAs and attorneys to provide a comprehensive strategic plan. We welcome complex situations and provide a comprehensive financial assessment.

As a Walker County native, I have been active in the community for years. My wife, Debbie, and I met while attending LaFayette High School and married once I returned from college. We have two grown children and three grandchildren. When I am not in the office, you will find me on the farm where I was raised. Whether it is fishing in my pond or working with Debbie on the property, the farm is my absolute favorite place to be.

From an early age, my parents taught me the importance of building financial security through handling finances with integrity and wisdom. They worked hard to provide for our family and were models of responsibility, common sense and generosity. These guiding principles blessed my life and are the driving force of my approach to handling finances. I saw them make a tremendous difference in the lives of others, and I would love to do the same for you. Call our office. We will be happy to schedule an appointment.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Portfolio Reviews

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Hunting
  • Fishing
  • Reading

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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