Before becoming a financial advisor, I owned my own business presenting financial education in colleges, businesses and non-profit organizations throughout the southeast. Joining Edward Jones in 2010 enabled me to incorporate my past experiences into what I do now as a financial advisor, helping educate my clients on investing, managing their portfolios and offering them advice for their businesse
s. I’m also meticulous with follow up, ensuring clients are aware of how their investments are performing and making sure we’re still in line with their goals. I love partnering with my clients to help them achieve their financial goals and being able to share in their lives. The emotion behind major life events is the exact reason it's so important to work with an experienced advisor who can take an objective view rather than the emotional one. My AAMSⓇ professional designation means you can trust my experience and dedication to your portfolio. Our team helps our clients cut through all the sensation of current events, as well as stay objective in emotional times enabling us to focus on their long-term financial goals and stay on track. Our Hardin Valley office serves clients across the greater Knoxville metropolitan area, and digitally partners with out-of-state clients. Branch Office Administrator Carla Waple ensures prospective and clients will always hear a pleasant voice when they call and a welcoming smile when they enter our office, as she handles scheduling and clerical tasks. She and I have been partners since 2015. I enjoy the community I work in and am an active member in Knoxville's Chamber Partnership, Hardin Valley Business and Community Alliance and serve as a board member for Harbours Gate. My wife, Teresa, and I have two children and two grandchildren. We love to travel, play golf, tennis and pickleball.
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