As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I began my career as an Edward Jones financial advisor in 2010. A native of Colorado, I have lived in Athens since 2002 and have been active in business and civic organizations since moving here.
I am a member of the Athens Chamber of Commerce, and my office is conveniently located inside the Perimeter.
I attended the University of Northern Colorado and University of Colorado. I hold the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) registrations. I am also licensed with the State of Georgia Insurance Commissioner: life, variable annuity, variable life.
My branch office administrator, Carla Braswell, is dedicated to providing the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships.
We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. We provide the investments, services and tools our clients need to work toward their financial future.
- Socially Conscious Investing
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- LGBT Finances
My Personal Interests
- Animal Rescue
- Community Outreach
- History and Museums
- Outdoor Enthusiast
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