I have been a financial advisor with Edward Jones for two decades. I was raised here in Harrison County where I learned the value of hard work and integrity. I received my bachelor's degree from Indiana State University.

I hold an AAMS® designation and for the past three years, I have qualified for the Edward Jones Managing Partner's Conference, which recognizes the top 1% of financial advisors at Edward Jones.

In addition to my practice, I also serve as a regional leader for the greater Louisville area. I was asked to become a limited partner with the firm in 2007 and a general partner in 2019.

My wife, Emily, and I are blessed with three wonderful children and we stay very active with them throughout the year.

Being very involved in the community is important to me. I have served on numerous boards and civic organizations including Harrison County Community Foundation (Finance Chair), Corydon Rotary Club (President) and YMCA (Board Chair).

My talented Branch Office Administrators, Judy Reed and Megan Rothrock, are dedicated to providing the highest level of service to our clients. We work diligently to ensure all aspects regarding your accounts are met efficiently and accurately.

We work to know what is important to you and your family. We then partner together using an established process to build personalized strategies to help you achieve your goals.

I focus on the more complex financial needs of business owners, executives and those very near to, or living in, retirement.

Our team looks forward to meeting and exceeding your expectations.

Focus areas

  • Wealth Strategies
  • Special Needs Financial Considerations
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More