As a young boy, I learned the importance of hard work and proper planning. Running a paper route and filing taxes at the age of 14, I experienced what it is like to earn income and save for the future. The principles of preparing for the future were instilled in me by my parents.

I graduated from SUNY Albany, (State University of New York) in 2012 with a bachelor's degree in mathematics and a minor in business. In 2018, I joined Edward Jones as a financial advisor because I believed in their quality-oriented, long-term investment philosophy. I wanted to help people, and Edward Jones has proven their implemented strategies work.

As an Edward Jones financial advisor, I welcome you, the investor to sit down face-to-face and ask questions such as:

- I never hear from my financial advisor, how often will you contact me?
- Am I saving enough? How do I know?
- I have an old 401K, do I leave it there?
- Am I in the right investments?
- Which investments can help me lower my taxes?
- When the market drops, what do I do?
- I am retiring in under two years, what do you recommend?
- I'm retired, is my income strategy on track?
- Does it cost anything to transfer my assets to Edward Jones?

It is important to invest my time in understanding what you are working toward, and working with you, your CPA and attorney, I will use an established process to determine the appropriate financial strategy. Partnering together throughout the good and bad times, I will help you stay on track.

I currently live in Loganville, GA, with my wife, Mayghan, and daughter, Hadley. Outside the office, I am an active participant in local cycling clubs and enjoy hiking in North Georgia mountains.

I look forward to an opportunity to sit down and answer any questions you have. Please email me at [email protected] or call 770-483-0703 to schedule an appointment.

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Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • College Savings
  • Retirement Income Strategies
  • New Investors

My Personal Interests

  • Backpacking
  • Camping
  • Cycling
  • Hiking
  • Tennis

Office Information

Office Address

974 Milstead Ave NE Conyers, GA 30012

Office Hours

Office Hours
Weekday Availability
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

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