My Professional Approach
As a financial advisor, I firmly believe in the guiding principles by which Benjamin F. Edwards operates. Trust, integrity and mutual respect are at the core of every advisor/client relationship. My approach is to build trust with all of my clients by showing a genuine interest in them as people and not just their investments. I listen to the wants, needs and goals of each individual client in order to help them craft a personalized investment program that is appropriate given their investment time horizon and tolerance for risk. I strive to satisfy each client with a high level of customer service, and an honest and straightforward approach to investing.
Drawn by their client-first approach to financial services, I joined Benjamin F. Edwards in 2021 as a financial advisor. Though my academic background is in business, I spent the first 15 years of my career working in athletics and higher education. Most recently, I served as the Associate Director of Athletics at Berry College in Rome, Ga.
Originally from Jefferson City, Mo., I moved to Rome, Ga. in 2006 and have called it home ever since. Outside of work, I enjoy spending time with my wife Lindsey and our two boys, Afton and Ryan. I also enjoy playing mediocre golf and an occasional ride on the skateboard. In addition, I am a lifelong fan of the Kansas City Royals.
Areas of Concentration
- Wealth management strategies
- Investment strategies
- IRAs and retirement planning strategies
- Educational planning strategies
Westminster College, Bachelor of Arts, 2003
University of Mississippi, Master of Business Administration, 2005
My Community Activities
Seven Hills Rotary Club of Rome, Member