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 am a member of the Johnson City Rotary Club. I have served as president of the Jonesborough Kiwanis Club, a board member of the Southern Appalachian Ronald McDonald House and on the Finance Committee of my church.

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

We focus on working together to build strong relationships with our clients. 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!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • News & Media
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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