1101 Broad Street
Chattanooga, TN 37402
Toll Free: 855-732-1159
My Community Activities
- Memorial Healthcare Foundation, Board Member
- Siskin Children’s Institute, Board Member
- WTCI-TV (PBS), Board Member
- McCallie School Board of Trustees, past Board Member
- Barron’s Top 1000 Financial Advisors (2009, 2010)
- Registered Rep, 10 Outstanding Advisors (1998)
My Professional Background
Treat others the way you want to be treated.These words from the Golden Rule have shaped my approach to client service throughout my financial services career. They really speak to the essence of what I strive to do every day when I head in to work. They keep me focused on what really matters: helping my clients reach their investment objectives.
That means I’m helping my clients as they work to send their kids to school, save for a secure retirement, or establish a plan that lets them transfer their wealth to the next generation. Regardless of the goal, it all starts with a conversation where I get a handle on my clients’ aspirations, as well as their challenges. Together we craft a plan and implement it. Sometimes we have to make changes along the way, but we’re staying in touch and fine-tuning as needed.
That’s what I would want, and it is my privilege to provide that service to my clients.
I have worked in the financial services since 1980 and joined Benjamin F. Edwards & Co. in 2011 when I helped open the firm’s office in Chattanooga, TN. Previously, I worked for A.G. Edwards, having opened the Chattanooga office for that firm in 1991. Eventually, that office grew to employ more than 30, with 10 more employed in a satellite location in Dalton, GA.
I consider it a high honor to earn the business of my clients each and every day. I look forward to earning yours.
Education and Credentials
University of Tennessee – Chattanooga, Bachelor of Science degree in Accounting