What matters most to you? That's a key question I'll ask as your financial advisor. I absolutely love to help people figure out what matters most, create their bucket list and then put the financial resources in place to accomplish their goals. My purpose as a financial advisor is to help you live a fun and fulfilled life that aligns with your purpose. I serve families and musicians in both the Fr
anklin/Nashville, TN and Edwardsville, IL/St. Louis, MO areas. I do this by spending considerable time in both places. I grew up in the Edwardsville area and it will always be home. I love Nashville because I'm surrounded by artists, songwriters, producers and instrumentalists who are at the top of their musical game and need a little help getting their financial house in order. To help my clients achieve their bucket list goals, I received the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board’s extensive requirements for professionalism in financial services and agree to abide by the CFP Board’s Code of Ethics and Financial Planning Practice Standards. In addition, I achieved the Sports & Entertainment Accredited Wealth Management Advisor™, or SE-AWMA®, certification in 2025. This designation further trained me in topics relevant to high net worth clients and even more specifically to help clients in the sports and entertainment industry grow, preserve and transfer their wealth. In my 18 years with Edward Jones, I’ve worked as a leader at the firm's headquarters and as a financial advisor. Each time a client tells me they were able check an item off their bucket list, I am reminded that I made the right decision to dedicate my time serving people directly as a financial advisor. My wife, Chera, and I have three children, two in college and one in high school. We also serve as foster parents for the state of Tennessee. Much of our time outside work and school is spent playing music and serving in various ways at our local church, as our faith leads us in all we do. Oh, yeah, and tennis. I can't get enough of it. Let me know if you want to play!
