1468 Kimbrough Road
Germantown, TN 38138
Toll Free: 877-236-0090
CA License #0E35253
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor and facilitated the opening of our Germantown office. I began my financial services career in 1997, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Jill, and our two daughters—Holly and Claire. I enjoy biking, hunting, playing golf and skiing. I’m also a sports fan of the University of Tennessee, Tennessee Titans, Memphis Grizzlies and St. Louis Cardinals.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
Education and Credentials
- The University of Tennessee at Martin, Master of Business Administration Degree
- The University of Tennessee at Martin, Bachelor of Science Degree in Business Administration
- CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2007
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.