As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what is important to you and what you hope to achieve financially in the future. Working closely with you, I will help you determine appropriate financial strategies for you and your family.

Joining Edward Jones as a financial advisor in 1993, I opened the firm’s 3000th branch office in the nation and fifth in Marietta. Our firm now has nearly 19,000 financial advisors in the U.S. I have served the firm as a performance leader, growth leader, field trainer and mentor. I was selected as a regional leader in 2018 and continue in that role today. Additionally, I was named a general partner with Edward Jones in 2021.

I earned a bachelor’s degree in business administration from Indiana University of Pennsylvania in Indiana, PA. In addition, I received the AAMS® professional designation in 2002 and the CFP® professional designation in 2013.

My wife, Libby, and I moved to Marietta in 1990 and we have raised our three (now grown) children here. I have been a member of the Kiwanis Club of Marietta since 1994, serving as past president, and also am a member of the Cobb Chamber of Commerce. I was a member of the Leadership Cobb class of 2015.

My branch office administrator, LuAnn DelVerme, has over 20 years' experience with Edward Jones. LuAnn is dedicated to providing you with the highest level of service.

Are these questions on your mind?

-I want to hear from my financial advisor. How often will you contact me?
-Does it cost anything to transfer my assets to you?
-Am I in the right investments?
-The market makes me nervous; do you provide education?
-I'm retiring in under two years. What do you recommend?
-Am I saving enough? How do I know?
-I'm retired. Is my income plan on track?

If so, please email me at [email protected] or call 770-427-3048.

I look forward to the first opportunity to meet with you to learn how I may help you reach your goals.