As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working toward before you invest your money. Working closely with you, your CPA, estate attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family.

My Edward Jones career began in 2009 as a financial advisor in Johnson City, TN. I also have 20-plus years prior experience in various corporate accounting positions. I have been honored to receive the Partners and Pacesetter Awards from Edward Jones.

My educational background includes an MS in finance from Walsh College in Troy, MI, and a BSBA, with a major in accountancy, from Miami University, Oxford, OH. In addition, I have earned the CFP® (2014) and AAMS® professional certifications.

My wife, Lori, and I have three grown children. Active in the community, I have served as president of the Jonesborough Kiwanis Club, as a board member of the Southern Appalachian Ronald McDonald House and as a leader in my church.

My Senior Branch Office Administrator, Angela Baxter, and I are dedicated to providing you and your family with the highest possible level of service.

Relationships are key, and in our view, meeting face to face builds strong relationships. We also utilize technology to meet virtually when appropriate. Every day, our goal is to provide our clients with the education and investment advice they need to meet their unique long-term financial goals. How may we serve you? Let's talk!

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed
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