As a financial advisor with Edward Jones in Nashville, I believe it's important to invest my time understanding your goals and objectives before helping you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the appropriate financial strategy for you and your family.

I'm from Princeton, KY and graduated from Caldwell County High School. I graduated from Western Kentucky University with a bachelor's degree in finance with an emphasis on financial planning. I hold the CFP® professional certification.

My career with Edward Jones began in 1999, working in our home office in St. Louis, MO. From 2001-2004, I worked as a financial advisor in the Bellevue area of Nashville. I was active in various community organizations in the area during that time. I then became a member of the Edward Jones Offices in Transition team, where I worked in offices that were experiencing some type of personnel transition. This took me around the country for 10-plus years as a transitional financial advisor. I have been a limited partner of the firm since 2007. I live in Goodlettsville, TN, with my wife, Angela, a teacher for Metro Nashville Public Schools.

I assumed responsibility for the Belle Meade office in April 2015. Together with my senior branch office administrator, Jessica McKinney, we are focused on you. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs, while taking pride in providing highly personalized service.

We look forward to meeting you soon, applying our experience and helping you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Sports Enthusiast
  • Traveling
  • Hiking
  • History and Museums
  • Antiquing

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 - 04:00PM
Sat Closed
Sun Closed

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