As a financial advisor with Edward Jones, I work with a select number of families who want to have and implement a financial strategy that accounts for their own financial wellbeing and creates their legacy. I strive to provide outstanding service in ways that are meaningful to each client. I partner with my clients over their lifetimes, and often those of their children, to help stay on track and create long-term financial security and wealth.

I started with Edward Jones in 2014, after being an Edward Jones client for almost 10 years. I became a financial advisor because I experienced firsthand the difference a solid strategy and good advice can have on a family's long-term security. I came to my branch in November 2014 and joined Jackie Walters, branch office administrator, who started with Edward Jones in 2013.

I am originally from Dayton, Ohio, and graduated from Antioch University in Yellow Springs. My wife, Edwina, and I lived in the Columbus area prior to moving to South Carolina in 2007. We currently live in Pawleys Island with our two Jack Russell terriers.

I support organizations that make our local area special. I am on the board of the Georgetown Chamber of Commerce, secretary of the Georgetown Lions Club and a member and secretary of the Georgetown Theatre Orchestra. I love being out in the community and sponsor activities that benefit local youth education and the arts.

As a team, Jackie and I are dedicated to providing you with the highest level of service possible. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients, because we recognize the challenging needs of their business and their lives.

At Edward Jones, and especially at our branch, we're focused on you. Please contact me so we can have a conversation about your situation. I'll let you know if, and how, I can help. I look forward to talking with you soon.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies

My Personal Interests

  • Music
  • Art & Theater
  • Traveling
  • History and Museums

Office Information

Office Hours

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

Branch Team

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