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 29 years in the business, I have invited ten other financial advisors to join my efforts to better serve clients. I have served Edward Jones in several roles including financial advisor coach, mentor and visiting veteran to new financial advisors in the United States and the United Kingdom.

My wife, Amy, and I have been married since 1989. We live in Knoxville and spend our free time reading, hiking in the Great Smoky Mountains, serving in our local church and traveling. Our three adult children, Meredith, Mallory and Spencer, also reside in East Tennessee and we enjoy our family gatherings.

My branch office administrator, Margie Moore, has eight 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 four years with a total of 27 years' experience in customer service and marketing activities. Charlotte is the mentoring coordinator for our region's new branch office administrators and 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
WeekdayAvailability
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

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