What is most important to you?

This question sets the groundwork for our working relationship. Too often, people lose sight of the human element when discussing financial goals. My team at Edward Jones is committed to focusing on what is most important to our clients and their families. We then continually deliver on that commitment by using our established process.

Our clients can expect a high level of professional service with a personalized approach. We create tailored solutions to help solve the needs of our clients. Though we serve a wide range of clients, we are especially experienced with the needs of retirees, business owners and multigenerational families.

To better serve my clients, I obtained the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In addition, I hold my series 7 and 66 registrations and life insurance license.

I graduated from Kennesaw State University with a bachelor's degree in finance. Within the community, I am an active member of the local Chamber of Commerce. I'm married to Courtney, and we have three kids Paxton, Charlotte, and Hunter. I enjoy family time, trout fishing in the mountains and golfing with friends.

My branch office administrator, Tracie Rogers, strives to ensure our clients have all the resources they need and receive our personalized service. Relationships are key; in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the demands of their day-to-day schedules.

Contact us today to develop new financial strategies or review your current one. We offer complimentary consultations and welcome the opportunity to hear from you.