For nearly 15 years, I have worked closely with my clients to develop and implement strategies designed to help achieve financial success and remain financially successful in an uncertain and unpredictable world.

Since 2011, I have served as a financial advisor for Edward Jones in Northeast Georgia, but have been registered in all 50 states to serve clients and referrals all across the nation. Prior to 2011, I served as a financial advisor at the Edward Jones corporate office in St Louis, MO.

I offer personalized service that is tailored to your specific needs, whether you want to establish a regular flow of income in retirement, finance a child's college education, establish or improve a retirement plan for your business, or save for retirement.

Using an established process, I create custom financial strategies for my clients. I take the time to really listen to them and understand their goals and values. I then review their current financial situations, build and help execute their strategies. I maintain contact with my clients to re-evaluate their situations and help keep them on track. To provide the most comprehensive strategy, I constantly collaborate with my client's CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I have a finance degree from The University of Georgia as well as an international business degree from The University of Georgia. In addition to being a registered financial advisor, I have also earned the AAMS™ professional designation through the College for Financial Planning

Within Edward Jones, I have served in various firm-wide key leadership roles over the years and became a limited partner with the firm in 2018.

Outside of my role with Edward Jones, I enjoy health and fitness, gardening and farming, hunting, traveling, coaching my son's sports teams and time with my wife and family.

Between myself and my branch team partner, Marina Crisler, we have nearly 30 years of experience providing industry-leading customer service to our clients.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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