At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and strive to always provide exceptional service.

Before you can begin working toward achieving your financial goals, you must first define what’s important to you and your family. This could include making sure you've saved enough for retirement or, if you are already retired, that your savings will last. Every strategy we offer and every solution we recommend is based on what's important to you.

I began my career with Edward Jones in 1988 in Kingsport and became a limited partner with our firm in 1997. That same year, I earned my CFP® designation. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board’s requirements for professionalism in financial services.

In our branch office, Tiffany Johnson is our new branch office administrator. Claudia Montgomery has been with our branch for three years. Both Tiffany and Claudia are dedicated to providing you with the highest service possible.

I grew up in Kingsport and graduated from Ketron High School. After a year and a half of college, I joined the U.S. Army and served three years as a pharmacy specialist. Following my service in the Army, I went back to The University of Tennessee and earned a BS degree in industrial management.

I've been a member of the Kingsport Kiwanis Club for over 30 years, serving on the board of directors. I also chaired the Children's Literacy Committee, plus served on several other committees.

I'm a member of Morrison Chapel United Methodist Church where I lead my Sunday School class.

My wife, Kim, and I have one daughter and two grandchildren.

I'm grateful for what I have. I enjoy my work, I love working with my clients and I'm proud of the firm I represent.