Financial & Investment Services
As an Edward Jones financial advisor, I believe in getting to know what is most important to you and what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.
I'm inspired every single day by the people I'm so lucky to work with and meet. I feel so fortunate to be able to serve the Birmingham community and the surrounding areas, and I am eager to help more people.
The same passion to help others that led me to Edward Jones also inspired me to serve in the United States Coast Guard. While in the service, I met my wife, Allison, who is an elementary school librarian. We now have three beautiful girls, Cara Lynn, Callie and Charlotte. We are grateful to call Birmingham our home and to have the opportunity to raise our family where my wife grew up. When not at work, we enjoy being outdoors, being active in our church and traveling.
Our team includes an outstanding Branch Office Administrator, Holley McWilliams. Holley is dedicated to providing the highest level of professional and personalized service available and strives each day to provide the most ideal client experience possible. Every time you call our office, you know exactly who you will be speaking to.
Our branch team serves individuals, families and business owners within the greater Birmingham Area and virtually across multiple states in the US.