I'm going on my 29th year in the financial services business with Edward Jones. At this point in my career, I'm looking for long-term client relationships that focus on us working together to reach your goals as consistently as possible. I view strategic asset allocation as the single most important component of your investing success. I offer a practical group of portfolio strategies to help us reach your financial goals. I also have financial assessment services and that will help us organize and track your progress on an ongoing basis. My clients are my friends and I truly value the opportunity to work with high quality, successful people over long periods of time. I provide highly personalized service. All aspects of my business are aligned to help me understand and meet my clients’ unique goals and needs. I'm a native Nashvillian and have lived and worked in the community all my life.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Horseback Riding
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

Branch Team

Email Me

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