My role as an Edward Jones financial advisor provides families with solutions to their long-term financial goals with integrity and excellence.

I began my Edward Jones career in 1993 and became a limited partner in 1998. Over my 30 years in the business, I have invited 13 other financial advisors to join my efforts to better serve clients. I have served Edward Jones in several roles that include training and visiting veteran to new financial advisors in the United States and the United Kingdom. My current roles include financial advisor hiring team member and consultant to branch offices in the Southeastern US to optimize their practices by serving clients deeper and improving branch team efficiency.

My wife, Amy, and I have been married since 1989. We live in Knoxville and spend our personal time on exercise, serving in local and international ministries, traveling and reading. Our three adult children, Meredith, Mallory and Spencer, also reside in East Tennessee.

My branch office administrator, Margie Moore, has nine years of experience with Edward Jones in addition to 13 years of previous banking experience. She is dedicated to providing you with the highest level of service possible.

Charlotte Jensen, branch office administrator/marketing, focuses on building strong relationships with our clients and community. Charlotte has been with Edward Jones five years with a total of 28 years' experience in customer service and marketing activities. Charlotte is the events coordinator for our region's new branch office administrators and is involved in the Walk to End Alzheimer's in the Knoxville area.

Margie, Charlotte and I believe relationships are vital to meeting the financial goals of our clients. We strive to build a relationship that allows us to know what is most important to you. We use well established yet personalized strategies to address your current needs and keep you on track to help achieve your goals. We realize our clients are each unique with a unique set of financial goals.

It is a privilege to partner with you and your family to help you realize your own financial goals.

Focus areas

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

My Personal Interests

  • Reading
  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Hiking

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 12:00AM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More