Over twenty years ago, I made a career change to follow in my Dad's footsteps and become a financial advisor with Edward Jones. I have been fortunate to build my business in Monroe where I grew up. My wife of 20 years, Tricia, and I are busy raising our two teenagers, Sarah Beth and Albert. Tricia is a 20-year educator at Monroe Area High School and our children are students at her school. We enjoy hunting, fishing and exercising together.

Tara Keeling is also a Monroe native has worked with our clients for the last four years and is instrumental in helping to help meet the needs of our clients. We focus on helping individuals achieve their financial goals with an emphasis on their specific needs and risk tolerance.

Tara and I look forward meeting with you to help make sure you are on the right path to your personalized financial strategy.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Mailing Address

P O Box 2037 Monroe, GA 30655

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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