I joined Edward Jones as a financial advisor in 2000 when I retired from the US Navy. My Navy time was spent on three Submarines and two shore tours teaching electronics repair and nuclear operations. I'm originally from Tulsa and lived in most of the typical Navy locations but South Carolina has always felt like home.

My wife, Lynn, and I have one daughter, Emily, who also lives in Aiken.

Erin Miller and I have been together as a team for seven years serving clients needs both in the office, by phone and virtually.

While I have clients in all phases of life, most of my time is spent with people on the brink of retirement and helping them transition into whatever comes after working. We help many families three and four generations deep in planning for the transfer of assets as seamlessly as possible.

Outside of work, I enjoy cycling, running, motorcycles and cruising.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Cycling
  • Running
  • Sailing
  • Traveling
  • Motorcycles

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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