My roots spread wide in Kennesaw, where I grew up on the fields of Adams Park and went on to graduate from Harrison High School and Kennesaw State University. Now, I serve the community that served me so well as a foster parent with Cobb County DFCS and a financial advisor with Edward Jones.

I chose and choose to work for Edward Jones because of my desire to help business owners and individuals reach their financial goals. I believe that helping my clients achieve their goals leads to positive changes in my local community.

Since every person's situation is unique, I develop personalized investment strategies for each one of my clients and strive to always put their needs first.

I help clients with the following:

- Planning for and Living in Retirement
- Generational Wealth Transfers
- Business Succession and Transfers
- Insurance and Protection Needs
- Coordination of Tax and Legal Professionals.
- Asset Allocation and Portfolio Strategies
- Tax Loss Harvesting Considerations

I meet with clients face to face at my Kennesaw office and virtually across the country. Virtual meetings allow me to stay connected with clients, regardless of what's happening in the outside world or their locale. My Branch Office Administrator, Danielle Herritt, is a valuable member of my team who is dedicated to providing the highest level of service possible. Please, don’t hesitate to reach out to her with your non-investment related questions.

Providing a high-quality client experience is our number one goal.

Reach out to us today and let's see how we can be of service.

Phone: 770-425-4225
Email: [email protected]

Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • Employee Stock Options
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Music
  • Volunteering
  • Tennis
  • Active Lifestyle

Office Information

Office Hours

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

Branch Team

Email Me

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