Having joined Edward Jones as a financial advisor in 2004, I became a limited partner with the firm in 2014.

Active in the community, I have served as vice-chair of the Public Employees Retirement Fund and the Indiana Teachers Retirement Fund and as president of the IU Southeast Alumni Association. In addition, I have served as vice-chair of One Southern Indiana (the local Chamber of Commerce).

I have been honored to receive recognition as the Top 40 Under 40 by Louisville Business First, as a finalist for OSI Young Professional of the Year and having received the IU President's Award for work with alumni relations.

In 2013, I was given the Edward Jones Spirit of Caring award which recognizes a financial advisor in the region who was selected by his/her peers and exemplifies the values, culture and spirit of giving back.

I am an emeritus member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. I recently served on my region's leadership team as the client solutions leader, helping financial advisors at different stages of their business develop processes to better serve their clients. I currently serve on the leadership team as the culture of compliance leader.

Having earned a bachelor's degree from Indiana University Southeast, I recently completed the MBA program at the University of Southern Indiana.

I also hold the AAMS® designation from the College of Financial Planning. The College awards the AAMS® designation to individuals who successfully complete a professional education program, pass a final examination, commit to a code of ethics and agree to pursue continuing education.

Kristen, my wife of more than 20 years, is the 2016 recipient of the Teacher of the Year award for the New Albany-Floyd County School Corporation. We have two daughters, Ellie and Lauren.

LaTonya Tudor helps our clients as the senior branch administrator, and is also a limited partner.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Fishing
  • Hiking
  • Spending Time with Family

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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