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
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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