As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what's important to you. Using an established process, I help you build personalized strategies to achieve your goals over the long term.

With every client I strive to:
• Offer tax efficient, long-term wealth building strategies
• Identify and help mitigate risks to your strategy as market cycles occur
• Review and update your strategy when life changes happen to keep you on track

In 2007, I began my Edward Jones career as a financial advisor in Peachtree City. I received the CFP® professional certification in 2011, and most recently was named among the 2022 Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com – April 2022; data as of 6/30/21]

A 1994 graduate of Georgia Tech, I hold a bachelor's degree in mechanical engineering, and I am a 2004 graduate of Rensselaer Polytechnic Institute, holding an M.S. in management.

My family and I have lived in Peachtree City since 2002. Giving back to our local community is very important to me. I have served in many volunteer leadership roles over the years as we have raised our family here.

My branch office administrators, Charlotte Gard, Andrea Bennett and Jennifer Culpepper, are true professionals. They are dedicated at providing you with the highest level of personal service possible.

If we can be of service to you and your family, please let us know.
Office: 678-364-1204

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Real Estate
  • Traveling
  • Sports Enthusiast
  • Art & Theater
  • Yoga

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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