In 2007, I began my Edward Jones career as a financial advisor in the Grant Park neighborhood of Atlanta, GA. I continue to serve investors in that community today.

Our business is focused on the serious long-term individual investor and small business owner with retirement planning needs. We help individuals determine if they have saved enough for retirement and people who have received inheritances or have changed jobs and need assistance with their retirement accounts, as well as those that need help with life insurance and estate considerations.

Born in Lodi, CA, I was raised in Lilburn, GA and graduated from GA State University with a graduate degree in counseling. Prior to joining Edward Jones, I was a community mental health counselor and therapist. Given my background, I strive to help manage the anxiety that sometimes surrounds retirement planning with compassion and respect.

I deeply value the relationships with my clients and enjoy taking the time to get to know them, who is important to them and what their short- and long-term goals are. These relationships are the foundation of the work we do and are further facilitated by my fantastic Branch Office Administrator, Amber Griggs. Compassionate, organized and dependable, Amber keeps the administrative side of things taken care of.

I am married to my wonderful wife, Emily, and have two daughters, Eleanor and Ruby. When not working, I enjoy being outdoors and am an avid cyclist. We also have a hobby farm where we care for two rescue horses, seven chickens, three dogs and one cat. We are big supporters of the arts and donate regularly to Terminus Modern Ballet Theatre as well as the Neighborhood Ballet in Grant Park.

Focus areas

  • Divorce Finances
  • LGBT Finances
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Health & Nutrition
  • Traveling
  • Art & Theater

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 08:30AM - 05:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More