I have spent my entire professional career as a financial advisor with Edward Jones. Since I started my first office in 1986, I have dedicated myself to helping people plan and achieve their financial goals which allows them to enjoy their life goals.

I take a holistic approach to advising my clients. I enjoy sitting down with my clients and having in-depth conversations with them about their needs, desires and goals. I care deeply about the greater good of my clients. As my clients share their hopes, dreams and desired outcomes, I am able to help them develop a customized strategy that can be continually updated to accommodate changes in their lives. My care of clients over time helps to ensure that they are able to fully enjoy the fruits of their labor.

Using an established process, I assist clients and their families with the accumulation, management, protection and distribution of wealth. My branch office administrator, Renee Risner, and I treat clients as family and care for them accordingly. When it benefits my clients, I collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am proud to serve a wide variety of clients whose goals range from managing multi-generational wealth to planning for and living a successful retirement. I value working with clients and their entire support teams. I am registered to serve clients in 30 states, and I continue to assist families that move and can also serve client's loved ones. I welcome new clients who are receptive to advice, want to work with a committed partner and value planning for the long-term.

Within Edward Jones, I have held several leadership positions. My wife, Cathey, and I have three grown children and two grandchildren. In my free time, I enjoy traveling, attending sporting events, working out, enjoying nature and spending time with family and friends.

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Community Outreach
  • Volunteering
  • Sports Enthusiast

Office Information

Mailing Address

Po Box 665 Winchester, KY 40392

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 - 04:30PM
Sat Closed
Sun Closed

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