As your Edward Jones branch team, we believe it's important to invest our time in understanding your goals before you invest your money. Working closely with you and your CPA, attorney and other professionals, we help determine the most appropriate financial strategy for you and your family including retirement planning.I earned a Bachelor's degree from Lipscomb University in Nashville, Tennessee, graduating in 2008. I hold a Series 7 General Securities Representative registration, Series 66 Uniform Combined registration, and Tennessee Life and Health license.In 2009, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Spring Hill, Tennessee. In March 2021, I earned the AAMS™ designation to better serve my clients. I have been honored to receive many Edward Jones awards, including the Zeke McIntyre Pioneer Award (2011), Spirit of Partnership Award (2012), Ted Jones Entrepreneurial Achievement Award (2013 & 2014) and the Jim Phillips Achievement Award (2023).As an active member of the community, I served as the 2015 chairperson of the Spring Hill Chamber of Commerce, and I have served on the board of the Economic Development Committee for the City of Spring Hill. I currently sit on the board of directors of three nonprofit organizations.I am a lifelong resident of Tennessee and married my best friend and beautiful wife, Kayla, in May 2013. We live in Franklin on our farm with our son, Oliver, and daughter, Magnolia.My team consists of Dalton Potts, Financial Advisor, CFP®; Dorene Flora, Senior Branch Office Administrator, who has been with Edward Jones since 2010; and Heather Tazelaar, Branch Office Administrator, who has been with Edward Jones since 2023. Dorene and Heather manage daily activities and focus on tailoring services to our clients. They are dedicated to providing you the highest level of service possible. Please do not hesitate to call them with any questions concerning your statement, dividends, stock certificates or your account in general.We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. At Edward Jones, we're focused on you!