As an Edward Jones financial advisor with more than 10 years of experience, I believe in a process that begins first with having a one-on-one conversation so I can best understand your goals and what is important to you. I will work with you to develop a long-term partnership to help you stay on track to meet your personal and financial goals.

Whether you're planning for retirement, living in retirement or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

I welcome the input of your CPA, attorney and other professionals to include aspects of your taxes, estate and legacy plans, charitable giving and protection strategies.

I attended the University of Kentucky and graduated magna cum laude with a Bachelor of Business Administration, followed by a Master of Business Administration from Eastern Kentucky University. In 2017, I completed the Chartered Retirement Planning Counselor™, CRPC™, Professional Education Program from the Denver-based College for Financial Planning.

Being a steward of the community is important to me and I have served on the boards of the Georgetown Kiwanis Club, BNI and the social services organization Elizabeth's Village. Currently, our branch office participates in the Walk to End Alzheimer's and Toys for Tots.

My wife, Christen, and I have two children: Ryan and Kate. Christen was born and raised in Lexington and works in special education for Fayette County Public Schools.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Basketball
  • Football
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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