At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your specific goals. We've refined our process to put all the pieces of your financial puzzle together and help navigate through all stages of your lives and provide exceptional service.

I served in the U.S. Army from 1981-1985. I began my Edward Jones career in 1987 as a financial advisor in St. Augustine, FL, then moved to Dublin, GA. In 2001, I moved to Cumming, GA.

I attended Kirkland Community College in Roscommon, MI. I graduated summa cum laude in 1986 with a degree in associate arts with an emphasis in business. I received a limited partnership with Edward Jones and my CFP® certification in 1993. The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services.

In 1999 and 2000, I qualified to attend the Edward Jones annual Managing Partner's Conference, an honor reserved for the firm's top 300 advisors.

I've been married to my wife, Nancy, since June 1986. Nancy is a 30-year retired teacher. We have a daughter, Alexis, who is a graduate of North Georgia College and a son, Eric, who is a graduate of Kennesaw State University.

My Senior Branch Office Administrator, Mahea Akana, joined our team in November 2016, and brings 36 years of industry experience. Mahea is married and has two children, Kana'i and Lani, and four grandchildren. Mahea is dedicated to providing you with the highest level of service.

At Edward Jones, what's important to you is important to us. The firm has thousands of people and advance technology supporting our office so that we can help you reach your long-term goals.

Focus areas

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

My Personal Interests

  • Fishing
  • Music
  • Spending Time with Family
  • Camping
  • Motorcycles

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 Closed
Sun Closed

Branch Team

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