I joined Edward Jones as a financial advisor in 2017 and am honored to serve the Florence area. I first came to love this town when I was finishing my undergraduate work at the University of North Alabama. My time spent here in Florence has been so good that my wife, my daughter and I are hoping that this is our forever home. In our free time, we love to spend time with our three dogs, Mercer, Marley and Lucy, and when we can take some time off, we love to cruise in the Caribbean.
At Edward Jones, our client experience is most important to us. We believe in building personal, strong relationships with those we work with. We understand the value that comes along with these close connections and recognize the challenging needs of our clients' lives and businesses. A main part of my business is helping clients transition from employment to retirement. The thought of retirement can be exhilarating but also overwhelming. This is where I focus my attention to help make that transition as seamless as possible for my clients.
A big reason I joined Edward Jones was and still is having the ability and desire to help people achieve what's most important to them, whether it's a specific financial goal, legacy planning or just having a local financial advisor to speak with. I partner with my clients' CPAs, estate and elder law attorneys to make sure their needs are addressed.
I would like to help provide you with answers to your questions so that you can make well informed, financial choices. Please contact me today at (256) 760-0088 or email me at [email protected].
- Business Retirement Plans
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
My Personal Interests
- Animal Rescue
- Spending Time with Family