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 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 most recently served on the leadership team as the culture of compliance leader.

Having earned a bachelor's degree from Indiana University Southeast, I 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 for 25 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. She received the Spirit of Caring award in 2022 from her peers in Region 216.

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
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

Email Me

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