My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

I began my Edward Jones career in 2005 as a financial advisor and became a limited partner in 2010.

I attended Georgetown College and graduated magna cum laude in 2002 with a B.S in finance. I then earned an M.B.A from the University of Kentucky in 2003. I also hold the AAMS™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education

My wife, Krista, and I have two sons, Jon Patrick and Ethan. I enjoy coaching their sports, playing golf, travel and cooking.

My Branch Office Administrator, Kathy, has 18 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Portfolio Reviews
  • Business Retirement Plans

Office Information

Mailing Address

P O Box 36 Scottsville, KY 42164

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 - 03:30PM
Sat Closed
Sun Closed

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