As your Edward Jones branch team, April Brown and I believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 1999 after being a small business owner in the community for many years. I became a limited partner with Edward Jones in 2011.
I served as past president for the Pike County Rotary club and the Pike County Chamber of Commerce. I am also president of the board of a local private school, where I helped establish an endowment fund with the Scioto Foundation.
I received the AAMS® professional designation in 2006 issued by the College for Financial Planning.
My wife, Freeda, and I have been married for 20 years. We have five children and nine grandchildren.
My branch office administrator, April Brown, has over four years of experience and is dedicated to providing you the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or on your account in general. She also has supported the community by being involved with the nonprofit organization, Elizabeth's Hope.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans