The key to financial success is developing strategies now that can help you reach your future goals. Since 2008, I have worked extensively in meeting the needs of individual investors and family business owners by helping them map out long-term strategies.

As a financial advisor, my goal for every client interaction is to add value to people's financial lives. I start every conversation by listening to you to understand what is most important to you. I then put our established processes to work to help you define your goals and partner with you to keep you on track.

My professional background is in business and law. Prior to joining Edward Jones, I developed skills in client service and problem-solving through work as a home loan officer, legal assistant and title examiner. In 2008, I was admitted to the North Carolina Bar and practiced law for North Carolina-based Schell Bray PLLC.

Outside Edward Jones, I have been active in civic affairs for many years. I sit on the board of the North Carolina Bar Association's investment committee. A proud Eagle Scout, I support the work of the Boy Scouts of America in the Triangle. I am also a Paul Harris Fellow of the Rotary Club of Durham.

I studied through Duke University to pursue my certification as a CFP® professional. Additionally, I hold the AAMS® designation. Working alongside me is my senior branch office administrator and Durham native, Jennifer Snead, who came to Edward Jones in 2010. Our branch is conveniently located in southeast Durham on Highway 55 near Research Triangle Park.

My alma mater is the College of William and Mary in Williamsburg, VA, where I graduated magna cum laude with a BA in economics and a JD.

Aside from helping clients, my interests include music, classic automobiles, fishing and baking breads. I reside in Apex with my wife, Elizabeth, and three daughters, Mary Alice, Amity and Genevieve.

My Personal Interests

  • Spending Time with Family
  • Music
  • Fishing
  • Reading
  • Vintage Cars

Office Information

Office Hours

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

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