My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes or plan for retirement, I can help.

Prior to joining Edward Jones, I worked as a financial advisor with Merrill Lynch for five years. I also worked for 10 years at Amsouth Bank as a vice-president and trust compliance officer. I began my Edward Jones career in 2005 as a financial advisor.

I attended the University of Alabama Birmingham and graduated in 1990 with a BS in finance and received my AAMS® designation in 2007. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

In 2006, I was awarded the A.F. McKenzie Award. I was awarded the Jim McKenzie Achievement Award in 2011 and 2012, the Jack Phelan Achievement Award in 2014, 2015, 2017, 2018 and 2019, and the Frank Finnegan Achievement Award in 2013 and 2016. I became a limited partner at Edward Jones in 2011.

My senior branch office administrator, Barbara Price, has many years of experience and is dedicated to providing you with the highest level of service possible. She became a limited partner at Edward Jones in 2019. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

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