2023 marks my 23rd year as a financial advisor with Edward Jones, but not all at once. Allow me to explain.

My Edward Jones career began in 1987, opening our firm's first branch office in Scottsburg, IN. I then opened our second New Albany, IN, branch in 1992 and served our clients until 1996.

From 1996 to 2010, I worked with PGA TOUR golf professional Fuzzy Zoeller to launch "The Wolf Challenge," an annual pro-celebrity golf event held at Covered Bridge Golf Club. Over the course of 13 years, we raised over $2 million for charities, which I am very proud of. As a bonus, I was able to work with a lot of very interesting people in the worlds of sport, business and entertainment, many whom remain friends.

In 2011, I was asked to return to Edward Jones at our Jeffersonville location, an invitation which I happily accepted. Since returning, I have become a limited partner with the firm and have worked with new financial advisors in growing their practices. I now hold the position of client solutions leader in our region. In this leadership role, I help other advisors learn and apply new methods of serving their clients. I hold the Chartered Advisor in Philanthropy® professional designation, and am a member of the Charitable Gift Planners of Kentuckiana.

I serve clients both locally and nationally. My ideal clients are those needing to accomplish big goals which are most important to them. This includes planning for retirement, living in retirement, legacy considerations and protecting against the unexpected.

As a 23-year industry veteran, I have been interviewed by newspaper publications nationally. In my free time, I host a nationally syndicated newspaper column called "BBQ My Way." Simply put, I'm a proud "foodie," as are a lot of my clients.

I earned a B.S. degree in business at Indiana State University with concentrations in economics, finance and insurance.

My wife, Liz, is an English teacher at Holy Family Parish in New Albany, IN. We have been married 33 years and have three children: Emily (32), Andrew (31) and Madeline (26).

Our Senior Branch Office Administrator is Sarah Williams. We work hard to help our clients achieve the things which are most important to them.

We are currently accepting new clients on a selective basis based on their needs and our capacity to deeply serve each client.

Focus areas

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

My Personal Interests

  • Golfing
  • Cooking
  • Traveling
  • Spending Time with Family
  • History and Museums

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More