Growing up in White House, TN taught me the small-town values of honesty and caring for your neighbor, which is deeply rooted in the relationships I build with my clients. Discipline and hard work were the lessons taught during years of playing soccer and football, leading to an offer from the University of Kentucky to play football and earn both a bachelor's and a master's degree. Just like an athlete executes specific plays for a specific team or player, I use a personalized approach when I help you develop an understanding of your current situation, the goals you want to accomplish and the actions you need to take to get you there.

In my teens, I walked into the local Edward Jones office and opened an account. As I learned the value of investing with a goal in mind, I became more interested in a career at Edward Jones and ultimately joined the company after a 10 year career in medical sales. My career in medical sales taught me hard work and persistence and I achieved notable awards like Rookie of the Year and Sales Professional of the Year. I was fortunate to train with one of the most tenured financial advisors in Tennessee and now serve as a leader in my region.

I’m fortunate to work with Jennifer Morales, my branch office administrator, who has over 15 years in this industry. Together, she and I work hard every day to provide you with excellent service.

My family and I live in Gallatin, TN, where my wife, Emily, is a speech pathologist in Sumner County Schools. We have two young children and two spoiled dogs. As a family, we love spending time camping and boating. In the community, I’m actively involved with the Rotary Club, White House Chamber of Commerce and Leadership Sumner. We’re members of Long Hollow Baptist Church.

Please connect with me on LinkedIn and Facebook. I look forward to being your partner in helping you achieve your financial goals.

Focus areas

  • New Investors
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Camping
  • Skiing
  • Golfing
  • Football
  • Soccer

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

  • Web Conferencing

Branch Team

Email Me

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