OVERVIEW
A seasoned financial services professional with over a decade of experience, I serve as Senior Vice President-Investments at Benjamin F. Edwards. Since joining the industry in 2013, I have focused on investment management and financial planning, striving to help clients grow, protect and maintain their wealth through calculated and consistent investment strategies.
A United States Air Force Academy graduate, I earned my bachelor’s degree in business management in 2009. I chose to advance my education with a master’s degree in operations management from the University of Arkansas, followed by a master’s degree in financial planning from Golden Gate University. Further demonstrating my commitment to helping clients, I am a Certified Financial Planner™, Chartered Financial Consultant® and Accredited Asset Management Specialist™.
Prior to my financial career, I proudly served as an officer in the United States Air Force. My military experience has instilled in me a keen sense of discipline and commitment, which carries over to my work in financial services. During my time in the Air Force, I led a deployment to Kandahar, Afghanistan and attained the rank of captain.
My career is marked by a commitment to training and mentoring both new and experienced financial advisors, ensuring they provide top-notch service to clients. My professional philosophy centers on building strong financial plans that empower individuals, families and businesses to achieve their financial goals most efficiently and effectively.
An active member of my community, I currently serve as chairman of Lakeway CASA, a children’s advocacy group in Morristown, TN. I also serve on the board of directors for the Morristown Chamber of Commerce and All Saints Episcopal School and have contributed to various charitable organizations throughout East Tennessee. I have been a member of the Rotary for nearly 13 years and am currently an active member of the local Morristown Rotary.
I’ve been married to my wife, Hannah, for 10 years and we have four children: Javier, 12; Lexi, 8; Liam, 5; and baby, Andrew. Outside of work, I enjoy spending time with my family and am an avid sports fan, having played rugby at various levels. I am dedicated to continuous improvement of my financial planning practice to enhance the lives of my clients to strengthen their financial well-being.