In 1995, I joined Edward Jones as a financial advisor and became a limited partner with the firm in 2007. As an Edward Jones financial advisor, I believe it is necessary to understand what is important to you before working with you as a client. Once our relationship is established, I will help you organize your wealth. Then, based on your goals and objectives, I will help you design a strategy to build your wealth, distribute it during your retirement and to protect it for your estate. I also work with professionals in the community to help you plan for the distribution of your assets to your family in an efficient way upon your death.

I earned a bachelor's degree in business administration/finance from The University of Tennessee at Chattanooga in 1985. In addition, I received the AAMS® professional designation from the College for Financial Planning in 2006 and obtained the CFP® designation from the Certified Financial Planning Board of Standards, Inc. in 2012.

My wife, Melinda, and I are lifetime residents of Chattanooga. I currently serve on the board of The Rotary Club of Chattanooga Hamilton Place as past president and have served on the University of Tennessee at Chattanooga Alumni Board.

At Edward Jones, our branch team is committed to providing highly personalized service dedicated to your unique needs. Please do not hesitate to call me or my branch office administrator, Shelly Cothran, with any of your needs or concerns.

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Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Basketball
  • Golfing
  • Trivia
  • Volunteering
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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