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. By working closely with you and your other financial professionals, I can help determine the most appropriate financial strategy for you and your family and one that provides you with many options and opportunities along the way to retirement. I look forward to the opportunity to partner and work with you to help you reach your goals.

In addition to my work at Edward Jones, I have been involved in business and civic affairs in Anderson County for many years. As an active member of the Anderson County Chamber of Commerce, I serve on the Education/Workforce Development Committee and the Business Development Committee. I am also on the boards for the Young Professionals of Anderson County, Leadership Anderson County and East TN Regional Leadership Association. I also serve on the board for the Methodist Medical Center Foundation.

As an Eagle Scout, I volunteer for the Friends of Scouting annual fundraiser to support local BSA troops.

I grew up in Clinton and attended Oak Ridge High School followed by the University of Tennessee-Knoxville. I teach classes for the ORICL program (Oak Ridge Institute of Continued Learning) at the Roane State Community College campus in Oak Ridge. I also speak at Oak Ridge, Clinton and Anderson County High Schools.

Awards and Recognition:
AAMS® designation: The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

2018 East TN Regional Leadership Association Class

2016 Anderson County Leadership Class

2015 Anderson County Chamber of Commerce R.C. “Dudley” Hoskins Male Volunteer of the Year Award

Focus areas

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

My Personal Interests

  • Volunteering
  • History and Museums
  • Spending Time with Family
  • Football
  • Music

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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