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 strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2004, I began my Edward Jones career as a financial advisor in Birmingham, AL. I became a limited partner with Edward Jones in 2014.

I earned a bachelor’s degree in business administration from Lee University in Cleveland, TN. I also earned an MBA from Samford University in Birmingham, AL. In addition, I received the professional designation AAMS® in 2007.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Marci, and I have three children, Jordan, Joshua and Abigail. I am an active member of the community, serving in various leadership roles for the Alabaster-Pelham Rotary Club. I am also a two-time past president of my Rotary Club. I have served in various roles in Boy Scouts over the years. I attend Church of the Highlands in Birmingham.

Our branch team is committed to providing an ideal client experience. We focus on what is important to you. We use a proven process to help you achieve your financial goals. We partner with you throughout your life to help you achieve your goals.

Office Information

Office Address

5180 Caldwell Mill Road Suite 207 Birmingham, AL 35244

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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