As an Edward Jones financial advisor for over 30 years, I have built my reputation on understanding what matters most to my clients. These trusted relationships allow me the privilege to meet with multi-generational families and business owners face-to-face or online to organize, build, protect and transfer wealth as we partner with you throughout your lifetime to help you achieve your financial goals.

Raised on a turkey farm in Missouri, my wife and I moved to Fairmont, WV to establish our home and raise our family in 1987. Fairmont offered me an opportunity to share the Edward Jones culture of serving the serious long-term investor that my older brother introduced to me as a veteran financial advisor with our firm. Today, my WV roots run deep. After raising our three daughters, my wife and I spend our time exploring farm life and enjoying our grandsons. In recent years, I am also honored to work alongside my two sons-in-law and my nephew as local Edward Jones financial advisors.

My valued branch team of Carolyn Haught, Shelly Fluharty, Kim Shay and I are dedicated to providing award-winning service. Since 1998, I qualified to attend Edward Jones' annual Managing Partner's Conference, an honor reserved for the firm's top 350 financial advisors. This is my 23rd consecutive year as a qualifier. I have also received invitations to five Barron's Top Advisors Summits.

Client service is our passion and we don't do it alone. We are championed with thousands of people and advanced technology support ensuring you receive the most current and comprehensive guidance. Focusing on high net worth-management strategies, we welcome the opportunity to serve you and to deliver a personalized solution that leverages our combined 80 years of experience. Working together, we want to help you develop a complete tailored strategy to help you achieve your dreams and what matters most to YOU!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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