I moved my investments to Edward Jones in 2009. I was always pleased with the one-on-one attention I received. I liked knowing that the Edward Jones team knew me and my family. So much so, in 2013, I joined the Edward Jones family as a financial advisor so that I could provide that same level of service. I wanted to work closer to my home and family. Now my home, my branch office, my church and the school my daughters attended are all within 6 miles. My branch office assistant, Linda Hoelper, and I will work together as your Edward Jones branch team. We believe it is important to invest our time to understand what your goals are before you invest your money. We will work closely with you and your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family.

I joined US Navy immediately following my high school graduation. I was trained to be sonar technician prior to my assignment on the USS Permit, a 594-Class nuclear submarine. I also served on the USS Haddock, SSN-621.

I am a member and past-President of the Buford Rotary Club.

Trish and I have lived in the Buford area since 2005. Our two daughters, Samantha and Chesney, both graduated from Millcreek High School, and both are alums of the University of Alabama. Now that we are empty-nesters, we enjoy traveling, playing tennis and golf, and spending time with our two dogs, Kopper and Hamilton.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Retirement Income Strategies

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