As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, my passion for what I do is fueled by the difference that we make for our clients. For more than two decades, I've seen firsthand the impact of building a financial strategy on a strong, solid financial foundation. The single most important factor for success is understanding your priorities. Once established, we then partner wi
th you through our established process, devise specific personalized solutions to help you meet your goals and manage risks. We will then partner with you, your CPA, attorney and other professionals to help you navigate the complexities of the evolving investing, tax and legal environments to help keep you on track. Prior to Edward Jones, I served as an Officer of Marines. I hold a degree in economics from The Virginia Military Institute and a master's in business from the University of West Florida. I hold the General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63), Uniform Combined State Law Exam (Series 66) and life and health insurance licenses. I have also hold the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor® (CEPA®) certifications and the Accredited Asset Management Specialist™ (AAMS™) designation. My wife, Christine, and I have three children. Our family enjoys a host of mostly outdoor activities, volunteer work and restoring old British sports cars. I am active in veteran affairs. My team includes Senior Branch Office Administrator Beth Scoggins and Branch Office Administrator Beth Young. We are committed to providing you with personalized, excellent service. Please feel welcome to contact us anytime.
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