I became interested in finance and investing because I wanted to help people avoid the anxiety and depression caused by financial stress. I believe that, in order to have a comfortable life, one must have a clear financial strategy.

Firsthand knowledge of this stress and anxiety was provided by growing up on a farm where finances were constantly tight.

I am a seasoned Certified Financial Planner™ (CFP®)*. I have been with Edward Jones since October 1999. Prior to Edward Jones, I was a CPA, having started my accounting career in Atlanta after graduating from The Georgia Institute of Technology (Management) in 1988 focused on individual, partnership and corporate taxation and business management. I have seen a lot of wealth destroyed by poor, uninformed financial decisions. I have seen wealth created by well-planned financial decisions. I partner with my clients through various life stages to help them benefit from this unique knowledge.

Edward Jones gives me the tools and environment to help make the best choices with my clients so we can do what is in the client's best interest.

As a Certified Financial Planner™, I must stay current on all relevant matters through ongoing continuing education.

Give us a call to see if we would make good partners on your financial journey.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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