In 2010, I joined Edward Jones as a financial advisor in the branch office of Jefferson City, TN where I grew up. I am fortunate to be able to serve and work in the community where I was raised.

My goal is to help individuals and families reach their financial goals, whether that be preparing for retirement, living in retirement, paying for education or saving money on taxes.

I have lived in this area for over 30 years with the exception of my time at college. I graduated from Middle Tennessee State University in 2009 with a degree in business administration and a concentration in finance as well as a minor in psychology.

In 2016 I married the love of my life, Kathryn, who is a CPA for a regional firm in Knoxville, TN. We are involved with our church and in our free time we love to travel, hike, run and try new restaurants.

One of my passions is serving on the board of a local non-profit in Jefferson City called Renovatus. I am also a member of the Jefferson City Rotary Club.

Together, with my branch office administrator, Stephanie Newport, we strive to provide an unmatched level of service to clients. Everything we do is designed to understand and serve the unique needs of each of our clients.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • College Savings
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Running
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

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