I joined Edward Jones in 2015 and currently serve families and businesses across multiple states from my branch office located in Albany, GA. Prior to joining the firm, I spent eight years as a private equity and venture capital investor in San Francisco and Atlanta. My wife, Ashley (an Albany native), and I are both Georgia Tech alumni and, along with our four children (Henry, Stella, Texas and Pippa), are proud to call Albany home.
Besides coming from a family that includes multiple Edward Jones financial advisors (father, uncle and grandfather), what primarily drew me to the firm was my client-service mindset and financial experience. Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family or business that will help you work toward your goals.
My primary goal is to form personal relationships with my clients to fully understand their financial goals and dreams, only then implementing personalized investment strategies geared toward these objectives. Whether you need to save for retirement or a child's college education, or reduce your taxes, I can help.
In Albany, I am a volunteer leader with Young Life, a local ministry serving Deerfield Windsor School, Lee County High School and Monroe Comprehensive High School. Additionally, my family and I are partners at Greenbriar Church.
Please contact my office for a portfolio review, and we can discuss the possibility of working together to reach your future goals.
My Personal Interests
Office Address2334 Lake Park Dr
Albany, GA 31707
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 07:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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