As an Edward Jones financial advisor with over 10 years of experience in the industry, I help individuals and families build, manage, protect and transition wealth. I work with my clients to define their financial goals and develop strategies to meet those goals throughout their life.

Prior to entering the financial services industry, I served in the US Army's 10th Mountain Div for just over four years, where I learned the importance of planning and working with a team to achieve results. Today, that team involves myself, my clients and the numerous resources at Edward Jones. After returning to Tennessee from my time in the military, I completed my bachelor's degree at the University of Tennessee in Knoxville in 2009. I more recently went back to school and completed my Master of Business Administration through the University of North Carolina in 2019. After living and working in San Antonio, TX for about six years, my family and I relocated to the Charlotte area about four years ago to be closer to my wife's family. We have loved exploring the mountains of Western North Carolina and East Tennessee once again, and I have especially enjoyed introducing my two young sons to hiking and backpacking in the Blue Ridge Mountains.

I believe that the most important role I have as a financial advisor is defining the goals of my clients, such as retirement, education and wealth transfer. Often times, goals are too general and arbitrary. By initially spending time to more clearly define those goals, clients find that they are more satisfied with the results in the long run. Although we spend a significant amount of time in the initial meetings discussing these goals, I should also state that this is an ongoing and evolving process that my clients and I discuss throughout their lives.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • College Savings
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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