Originally from Owensboro, KY, I moved to the Louisville area in 1992 and began my career with Edward Jones in 1994 as a financial advisor. I earned the Accredit Asset Management Specialist™ professional designation in 2000. 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.

When I'm not helping people reach their financial goals, I enjoy spending time with my wife, Lisa, and our two children. We love to travel and one of our favorite destinations is Walt Disney World; even as young adults, our children love Disney. We also enjoy time socializing with friends and checking out the latest Louisville eateries.

My branch office administrator, Ann East, has 17 years of industry experience, over seven of those years with Edward Jones. Ann is dedicated to providing you with the highest level of service. Please don’t hesitate to call her with questions concerning any service-related matters. In her spare time, Ann enjoys boating on the Ohio river with her husband, Andrew, and their two children.

Our practice works with many types of individuals, families and businesses, which has given our team the experience, perspective and skill to help you build a secure financial future. You will work with professionals who can translate your goals into a custom-designed wealth strategy — personalized to you and your needs. We are focused on you and your goals. Our firm has thousands of associates in all facets of the business supporting our office allowing us to help you reach your long-term financial goals.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Basketball
  • Football

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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