With over 25 years of experience as a financial advisor at Edward Jones, I partner with a select group of families in the Lake City area and points around the country. It is important to me to invest my time in understanding what is important to you. We'll use an established process to build personalized strategies to help you reach your goals and will partner together throughout your life to help keep you on track.

I attended North Carolina State University, graduating in 1994 with bachelor's degrees in economics and business management with a concentration in finance. I also received the professional designation of CFP® in 2008.

I became a limited partner with the firm in 1998. In 2016, I received the honor of being named a general partner with our firm's holding company, The Jones Financial Companies, LLLP. In 2018, I assumed the role of a branch team talent acquisition leader to help the firm's recruiting across the eastern part of the U.S. From 2013 to 2018, I served as the regional leader for Northeast Florida. In this role, I oversaw the work of 70 branch teams.

Outside of the office, I enjoy spending time with my wife, Angie, and two sons, Steven and Wesley. I am a member of the Orchard Community Church and the Lake City Rotary Club, and serve on the finance board at Florida Gateway College. In my spare time, I enjoy doing CrossFit (at a very low level).

My talented branch office administrators, Tammy Williams and Abigail Dicks, are dedicated to providing you with the highest level of service.

Relationships are critical, and in my view, meeting face to face builds strong relationships. At Edward Jones, we are focused on you, and we pride ourselves on delivering an ideal client experience.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Personal Fitness
  • Tennis

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 Closed
Sun Closed

Additional Hours

  • Evenings

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