I have 35 years of experience with Edward Jones, serving as a financial advisor for families and individuals in the Cullman, AL area. I am humbled and excited to be helping these families and individuals prepare for and provide: more reliable income in retirement, funding for college expenses, ways to transfer wealth to their heirs and charitable organizations. While I work well with all serious-minded individual investors, I best serve people who are preparing for retirement and who are already living in retirement.

My goal is to treat others as I want to be treated, with respect and kindness. It excites me when the people we serve are able to joyfully experience the fruits of their labors to provide for themselves and the people they care about most.

I have also been able to serve as a recruiter, mentor and trainer of other Edward Jones financial advisors both in the United States and Canada. I also serve our clients on the Edward Jones Grassroots Task Force. The task force is dedicated to making the voice of our individual investors heard on Capitol Hill and is the securities industry's only volunteer advocacy organization.

My educational background includes a BA in business management from the University of North Alabama and a master's degree in community counseling from the University of Alabama - Birmingham. I received the AAMS® designation from the College for Financial Planning in Colorado.

I serve as a Deacon with the Hanceville Church of Christ and serve on the board of Hospice of Cullman County. I have served as a past board member of the Cullman County Chamber of Commerce, Lions Club and Downtown Merchants Association. I enjoy participating in teaching, musical theater and hiking.

A native of Orange County, CA, I moved to Alabama in 1979 where I met and married my wife, Nancy Harber. We have been blessed with four wonderful children, three dedicated sons-in-law and nine exceptional grandchildren.

Office Information

Office Hours

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

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