I became a financial advisor in 2007 in Minnesota, where I was born and raised. I met my wife in college at Buena Vista University in Iowa; she was born and raised in Charlotte, NC. We relocated our family to Charlotte where I was recruited to work for a decorated wealth management firm. I have taken that knowledge and started with Edward Jones in 2016. My wife and I live in Tega Cay, SC, where we enjoy raising our two daughters, Madison and Mckenzie.

At our office, Kim and I are dedicated to providing outstanding service. I want to do all I can to help ensure our clients understand what they own, why they own it, how much it costs and how it will help them achieve their financial goals. We enjoy working for our small business clients and families in the greater Charlotte area.

Focus areas

  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Traveling
  • Golfing
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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