We care about what is important to you. We want to get to know you and will use an established process to help you build personalized strategies to achieve your goals.

I began my career as a financial advisor with Edward Jones in 2004 in St. Louis, MO, after having earned a bachelor's degree in business administration from the University of South Carolina. In addition, I received the AAMS™ professional designation from the College for Financial Planning.

My family and I live in Southport. My wife, Jenny, is a teacher at Southport Christian School. My daughter, Lilly, is 15 and goes to SBHS; she plays golf and soccer. Jenny and Lilly are both active at Generations Church, helping in the Treehouse and the nursery. My son, Connor, is 7, plays baseball, soccer and golf, and also practices in karate. I serve as the coach of Connor's team for Dixie Youth Baseball. We have a German Shephard named Scout. We all love to travel and ski. I am a member of Rotary, the Chamber of Commerce, the Oak Island Elks Lodge, South Brunswick High School Booster Club and Dosher Hospital Foundation Board. When I am not coaching, volunteering or driving my kids to practice, I enjoy playing golf.

My Sr. Branch Office Administrator, Tracy Barton, has over 35 years of professional experience in higher education, nonprofit leadership and financial services. She has worked for Edward Jones for six years now and has been part of my branch team for five. She lives on Oak Island and enjoys reading, art, yoga and the beach.

Please don't hesitate to reach out to us with questions about retirement planning, estate considerations and anything having to do with investing.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Traveling
  • Sports Enthusiast
  • Skiing
  • Coaching Sports

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 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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