I work with a select group of successful individuals and their families who among other things aspire to a work optional lifestyle. I utilize an established process with each of my clients to identify and address their individual life goals, and to develop the critical strategies necessary to reach each goal. I believe it’s important to invest my time to understand what's important to you before you invest your money.

I am a graduate of the University of South Alabama, and I am an Army veteran.
I have been a financial advisor with Edward Jones for over 26 years, joining the firm in 1993. I was invited to become a limited partner with Edward Jones in 2000.

My professional certifications include earning the ChFC® professional designation in 2015 and the AAMS® professional designation in 2002.

The American College awards the ChFC® professional designation to persons who fulfill the rigorous educational, experience, and ethical requirements. The Chartered Financial Consultant program gives the financial services professional the broad knowledge and skills necessary to provide comprehensive financial planning services to clients. The credential is widely regarded as the highest standard of knowledge and trust for financial planning professionals.

The College for Financial Planning awards the AAMS® designation. This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics range from understanding the asset management process to understanding asset allocation and strategies.

My branch office administrator, Teresa Booker, has 19 years experience focused on serving our clients and their families. She is dedicated to providing you with the highest level of service possible.

Together, my team and Edward Jones, will partner throughout your life to help keep you on track.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans

My Personal Interests

  • Sailing
  • Scuba Diving
  • Traveling

Office Information

Mailing Address

Po Box 310 Amherst, VA 24521

Office Hours

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

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