Our team believes it’s important to invest our 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. We will help you with your wealth strategies, so you have more options as you navigate your important goals through life, regardless of what you decide to do.

I began my Edward Jones career in 2009 as a financial advisor in Richmond, KY. I became a limited partner with Edward Jones in 2014.

In 2021 I qualified to attend the Edward Jones Managing Partners Conference, an honor reserved for the firm's top 400 financial advisors. In 2017-2020, I qualified to attend Edward Jones’ annual Financial Advisor Leaders Conference, an honor reserved for the firm’s top 1,200 financial advisors.

I also hold the AAMS™ (Accredited Asset Management Specialist™) 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 spouse, Jessica, and I have two children. We have lived in Richmond as a family since 2011. I moved here in 2004 from my hometown of Corbin, KY.

I am an active member of the community, serving as the vice-president for The Daniel Ellis Foundation, a board member for the Madison County Youth Football League as well as a board member of Baptist Health Richmond. I am also a member of the Kiwanis Club.

My branch office administrators, Pam Miller and Kristen Whitaker, have 19 years' combined experience and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

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