After graduating in 1985 from the University of Georgia with my Bachelor of Business Administration degree, I initially worked in the information technology industry in a variety of positions. I always had an interest in investments and financial planning and also had a desire to help individuals reach their financial objectives. In 1994, I started pursuing a career in the financial services industry on a part-time basis. In 1998, I completed the CFP® Professional Education Program from the College for Financial Planning and earned my CFP® designation in 2002.

In 2001, I started my career with Edward Jones. Over my career, I have been privileged to help hundreds of families successfully reach their financial objectives. My focus areas are:
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate and Legacy Strategies
- Insurance and Annuities
- Charitable Giving
- Business Retirement Plans

The most rewarding aspect of my work is when clients share how much they appreciate what I have done for their family. I value the long-term, meaningful relationships I have developed with my clients and I'm humbled to serve multiple generations of my clients through both good and challenging times.

When I am not serving my clients, I enjoy golf, tennis, swimming, football, volunteering and spending time with my family. I married Dede in 1990 and I have two adult children.

I am active in my church, Northbrook UMC, and I have served in several roles including the chair of the finance committee. Since 2004, I have also been an active member of the Kiwanis Club where I have served as president and secretary on numerous occasions.

My Personal Interests

  • Golfing
  • Tennis
  • Football
  • Swimming
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

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