As a financial advisor with Edward Jones in Gallatin, TN, my goal is to identify and help fulfill investment and retirement needs. Through the work of our analysts and their rigorous and disciplined research, I can deliver a high level of support to help you reach your financial goals. I work proactively to serve the financial needs of a select group of families throughout Gallatin and Middle Tennessee. I would like to share my background and experience and invite you to join our family of investors.

As a graduate of Gallatin High School and an Eagle Scout, I always aspired to a career of learning and service. Upon graduation from Tennessee Tech, I was commissioned as a second lieutenant in the U.S. Army. Following a 20-year active duty career, I retired as a lieutenant colonel. Returning with my wife and daughter to my hometown of Gallatin, I became a financial advisor with Edward Jones in 2000.

Currently, I am active in regional leadership positions responsible for training incoming Edward Jones financial advisors throughout Middle Tennessee and our home office in St. Louis, MO. I hold the AAMS® professional designation from the College for Financial Planning. Additionally, I volunteer through various leadership roles with community, civic and charitable organizations, including past president of the Gallatin Morning Rotary, Chamber of Commerce and Gallatin Quarterback Club, among others.

As a financial advisor, I will enjoy working with you, your CPA, attorney and other professionals in determining the most appropriate financial strategy tailored for you and your family. I can help ensure you have a comprehensive retirement savings strategy to provide freedom in your retirement years. My focus on your retirement income will include a downturn strategy to take advantage of normally occurring market declines.

I and my team look forward to meeting and working with you soon!

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 Closed
Sun Closed

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