As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 1994 I earned a bachelor's degree from the University of Tennessee at Chattanooga in business administration, after which I worked as an account executive for a global chemical company. During this time, I also obtained a master's degree in business.

While working, it has been my desire to impact the lives of others using the skills and knowledge I have gained and to be of service to the community in which I live.

I joined Edward Jones as a financial advisor in 2006, opening the firm’s 9,422nd branch office in Hixson, Tennessee. Through many hours of continuing education, years of study and extensive exams, I have obtained the AAMS™ designation and CFP® certification.

My wife, Evelyn, and I have two sons, Addison and Luke. We enjoy spending time together going to sporting events, camping and traveling. We have lived in the area for the past 50 years and are grateful to be a part of such a wonderful community.

I am also supported by a very experienced branch partner, Jan Havlik. She is dedicated to providing our clients with the highest level of service and brings a caring attitude to provide one-on-one attention.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

We look forward to serving our client's needs one at a time.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Personal Fitness
  • Camping

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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