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.

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 30 years, joining the firm in 1993.

My professional certifications include earning the Chartered Financial Consultant® or ChFC® professional designation, the Retirement Income Certified Professional® or RICP® professional designation, and the Accredited Asset Management Specialist™ or AAMS™ professional designation.

The American College of Financial Services® awards the ChFC® professional designation to persons who fulfill the rigorous educational, experience and ethical requirements set forth in the standards. The Chartered Financial Consultant® designation represents that I have expanded my knowledge base in the following areas: planning for business and individual retirement needs, tax-sensitive investment strategies, risk management and insurance, estate and gift-tax strategies and contemporary applications for financial strategies.
In addition to the education and examination components of my certification, I'll also be required to complete a professional recertification program each year - including an ethics questionnaire.

The American College of Financial Services® awards the RICP® professional designation to persons who fulfill the rigorous educational, experience, and ethical requirements set forth in the standards. The RICP® designation focuses on topics that include retirement income strategies, social security options, retirement risks, health care considerations in retirement and portfolio withdrawal strategies.

My branch office administrator, Teresa Booker, has more than 20 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
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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