What are your goals, and why is that important to you? Those are two questions I work hard to understand. Whether you're an individual saving for retirement or a business owner trying to improve you and your employees' benefits, my focus is on what matters most to you. We use an established process and a deep bench of resources to choose the most appropriate financial strategy to help you achieve your goals. I have a passion for helping others, and love what I do.

Before coming to Edward Jones, I served for 29 years as a Noncommissioned Officer in the US Army. During my time in the Army, I was blessed to have had the opportunity to serve our country while developing leadership and planning skills that I now use to serve my clients.

I've sat on your side of the table most of my career. I understand some of the unique challenges that you face. I became an Edward Jones client in May of 2001 and experienced firsthand the quality-oriented, long-term investment philosophy of Edward Jones. My financial advisor had an amazing impact on my family and me; I realized I wanted to help people and change their lives in the same manner my financial advisor had done for me. In December of 2019, I joined the Edward Jones team as a financial advisor, and it has been one of the best decisions I ever made.

My wife, Wendy, and I are both originally from the Midwest, but we both knew our final destination would be in the south. We are both excited to call Alabama home and be able to serve the River Region.

I also look forward to serving our local service members, veterans and military retirees, whether locally in the Greater Montgomery area or elsewhere in the country. I look forward to partnering with you throughout your life to support the needs of yourself and your family.

Focus areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • New Investors
  • Business Retirement Plans

My Personal Interests

  • Camping
  • History and Museums
  • Home Improvement
  • Traveling

Office Information

Office Address

3346 Main St Millbrook, AL 36054

Office Hours

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

Additional Hours

  • Web Conferencing
Request an Appointment

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