As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored for them.

I am a 2007 graduate of the University of Tennessee at Martin with a Master in Business Administration (MBA), with a focus in finance and marketing. I have been active in business and civic affairs in Lebanon for many years. Currently, I am a member of the Lebanon Wilson County Chamber of Commerce and president of the Lebanon Breakfast Rotary. Also, I am a graduate of the 2017-2018 Leadership Wilson, a leadership organization serving the community and educating leaders in Wilson County.

My wife, Amanda, and I have one daughter, Ellen Virginia, and a four-legged son, Smokey. We are members of Lebanon First United Methodist Church, where I play guitar in the praise band.

My senior branch office administrator, Lisa Harvey, has 12 years of experience with Edward Jones and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Connect with me on LinkedIn and follow me on Facebook.

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Music
  • Tennis
  • Community Outreach
  • Football
  • Spending Time with Family

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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