As an Edward Jones financial advisor, I believe it's important to invest my time in understanding 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 also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

We provide the investments, services and tools our clients need to work toward their financial future. 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.

My branch office administrators – Lisa Morris and Kassi Rogers – have a combined 44 years of experience and they are dedicated to providing you with the most ideal client experience. Making sure our clients' needs are taken care of with respect and care is equally important.

I joined Edward Jones as a financial advisor in 2004 in Owensboro. I became a limited partner with the firm in January 2011. Today, in Owensboro, there are 13 Edward Jones financial advisors serving the community.

I attended Mississippi State University and graduated in 1999 with a bachelor's degree in mechanical engineering. Since then, I have earned the AAMS™ professional designation from The American College of Finance and my MBA from Brescia University. Originally from West Point, MS, I have lived in Owensboro since 2000. Kate and I were married in August 2001. We have two children – our son, Mack, and our daughter, Reed. I currently serve on the Owensboro Symphony Board.

I have served the firm in many capacities, most notable as the Grassroots Legislative Task Force Kentucky state chair, as well as a Ted Jones Coach and an Optimize Your Practice consultant. Regionally, I served as a recruiting leader for my region, a past visiting veteran in our home office and asset and office sharing ambassador.

Most recently, I attended the Managing Partner's Conference. The prestigious annual event honors the top 400 of the firm's more than 17,961 financial advisors.