As an Edward Jones advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
A 1981 graduate of the University of Wyoming, I hold a bachelor’s degree in finance, as well as an MBA (1989) and a doctorate in business administration (2014) from the University of Phoenix. In addition, I am a member of the Academy of Management and the Southern Management Association.
Prior to coming on board with Edward Jones, I owned and operated a successful retail business for 20-plus years and concurrently was a full-time college instructor of sales, marketing, entrepreneurial and management classes.
I have been active in Rotary for many years, having been named a Paul Harris fellow and Rotarian of the Year, as well as having served as president. I am currently a member of the South Side Businessman’s Club of Jacksonville.
My wife, Becky, and I have three daughters and three grandchildren.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.