My team’s objective is simple: Invest our time to understand what you're working towards before you invest your money. We focus on understanding our clients' unique personal values and financial needs in order to create and deliver comprehensive and customized financial solutions.Providing comprehensive advice goes beyond just investment guidance, it is a team effort. My team understands the strict attention to detail, processes and procedures required to deliver world class, holistic financial advice. But we're not alone. Thousands of people and advanced technology support our office, so we can ensure you receive the most current and comprehensive guidance. We welcome the opportunity to work with your attorney, accountant and other trusted professionals so that, together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. This is why generations of clients have referred their friends and families to us. Helping business owners with business succession planning is a very important aspect to my business. I hold the Certified Exit Planning Advisor®, CEPA®, designation. By partnering with you to develop your personal financial strategy and effectively coordinating your exit planning with a team of professionals, I can integrate strategies into professional, personal and financial goals, as well as help to build and preserve family wealth for future generations.Although I have a formal education, including a bachelor's degree from Marshall University and an MBA from the University of Charleston, I have learned far more from life. Lessons I learned growing up in West Virginia and throughout my 24 years in the U.S. Army gave me a perspective and set of values that are truly priceless. I continue to learn and grow each day in my profession as well as my roles of husband and dad. I believe in paying it forward and my wife, Brittany (also an Edward Jones financial advisor), and I take pride in doing that throughout our community. With a combined 30 years of experience, my client support team's professionalism and attention to detail is matched only by their genuine compassion for every client. It's something that I'm incredibly proud of, and we look forward to serving our clients' needs for many years to come.