I am a financial advisor primarily for a select group of successful families, business owners and professionals who, among other things, aspire to a work-optional lifestyle. Edward Jones has developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.

I attended Texas A&M University and graduated in 2007 with a degree in finance. I later obtained my CFP® certification and AAMS™ designation to better serve my clients. I began my career with Edward Jones in 2008 and became a limited partner with the firm in 2016.

I live in Athens with my wife, Lauren, and two sons, Conor and Lane. We spend our free time doing anything outdoors, traveling or crafting new culinary ideas.

My senior branch office administrator, Jeanne Largent, has been with the firm since 2003. As a team, we look forward to helping craft and achieve your financial goals, whatever they may look like.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Wealth Strategies

My Personal Interests

  • Camping
  • Cooking
  • Hunting
  • Mountain Biking
  • Personal Fitness

Office Information

Office Hours

Office Hours
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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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