Working closely with their personal CPAs, attorneys and agents, we always honor client confidentiality, we deliver holistic strategies where my clients feel understood, secure, informed and most importantly, in control. After learning what is most important to them, my responsibility is to leverage those details to draft a straight forward plan of action that appropriately organizes, builds, prote
cts and efficiently transfers their wealth. Since joining Edward Jones in 2018, I’ve been dedicated to keeping up with the most current investment and planning strategies and have earned the CFP®, Chartered Financial Consultant®, Certified Exit Planning Advisor®, and Sports-Entertainment Accredited Wealth Management Advisor™ certifications. I have partnered with numerous clients, and their other professionals to identify what brings them joy in life in order to create a personalized strategy that is uniquely tailored to them and their values. in marketing and my B.S. in human resources and finance from Bryan College in Dayton, Tennessee. What brings me joy is my beautiful family, my church and my community. I’m a proud resident of Athens and care deeply about my community. My wife, Kelcy, and I have 4 children: Shawn, Elias, Reagan, and Ezra. We are members of Ascension Life Church and are passionate about leading the children’s ministry. In my free time, I enjoy Coaching my kids’ Little League, golfing, kayaking, traveling and supporting local community groups that make an impact. I take seriously the trust placed in me to help the people I serve navigate their financial lives.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.
