As a financial advisor, my clients trust me to give advice on the savings they’ve worked a lifetime to build. The decisions we make together impact their family for generations. So, I believe it’s important to invest my time to understand what you’re working toward and what level of investment risk you're comfortable with before you invest your money.
Whether planning for retirement, saving for college, or other financial goals, I have an established process to partner together with my clients to identify goals and develop specific strategies to achieve them. Then, we monitor progress to help make sure you stay on track or make any needed adjustments, with a high level of ongoing client care all along the way.
My office has two highly competent and caring branch office administrators; senior BOA Miracle Capshaw with 14 years at Edward Jones, and BOA Cindy Jackson, with an extensive background in insurance and compliance, who joined our branch in 2017.
I earned a bachelor’s degree at the University of Central Oklahoma and hold the AAMS® professional designation. I have received several awards throughout my career at Edward Jones, but I am most proud of the six years in a row that our branch team has earned the Client Service Excellence Award for most satisfied clients within Edward Jones and being voted by my peers “Most Admired Financial Advisor” in 2019.
My wife, Rachel, and I live in LaFayette with our three daughters, Sarah, Anna and Leah, and we all enjoy being involved with our community. We sponsor and volunteer with many local organizations, including our schools, library, FCA, Children’s Advocacy Center and programs to benefit underprivileged children.
I have space in my practice to work with a few more families who value professional advice coupled with a personal relationship. If you have been looking for someone to help you plan or want on a second opinion on your portfolio, let’s talk. Call my office today at 706-638-6673 to set an appointment.