I started my professional career in corporate accounting. The work was a lot of number crunching; boring work tucked in a back office. This led me to projects like opening manufacturing plants and procuring other businesses. It enabled me to work with many good people. I realized I liked working with people much more than just numbers! I committed to make a change. I completed my master's degree in finance and began researching opportunities to help people with their finances. After a full year of research, it became evident that Edward Jones was the place for me.

As an Edward Jones financial advisor I am enabled to make a positive impact in people's financial lives. I value the opportunity to serve as a resource for investors by coaching them toward achieving their financial goals. I enjoy being a part of my clients' lives while building and growing long-lasting relationships.

Every strategy I recommend is based on what's most important to you. My ideal clients are those who desire a careful and thoughtful strategy that works towards long-term goals. These goals range from preparing for or living in retirement, saving for college, to outlining estate or inheritance strategies. Because no two clients' objectives are identical; neither are their strategies.

Only my love of family exceeds my passion for my clients. My beautiful wife, Becky, holds a bachelor's degree in psychology. We enjoy time with our children, Reese and Mayzee. Together, we're educating them to grow up respectful of others while maintaining a strong sense of character and values.

Some of the activities that I have participated in the community are:
- Upward Basketball
- B & G Club
- Chamber of Commerce
- Treasury Committees

When I'm not working, I enjoy spending time with my family, reading, community service and personal fitness. I also enjoy most sporting events.

We would be happy to discuss whether our team would be a good fit for you. Please call to schedule a time to meet.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Coaching Sports
  • Volunteering
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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