As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.

In 1998, I joined Edward Jones as a financial advisor, opening the firm's first office in Westminster. I earned a BA in business management and economics from North Carolina State University in 1985. In addition, I received the AAMS® professional designation in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Originally from North Carolina, I have lived in Westminster since 1993 with my wife, Claudia. I have been active in business and civic affairs in Westminster for many years. I also am a member of St. Paul's United Church of Christ and Door to Virtue Masonic Lodge, and I proudly serve on the board for Habitat For Humanity of Carroll County.

My Senior Branch Office Administrator, Gail, has 20 years of experience and is dedicated to providing you with the highest level of service possible. She also supports the community by being involved in her local church and several organizations.

At Edward Jones we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We provide the investments, services and tools our clients need to work toward their financial future.

My Personal Interests

  • Traveling
  • Cooking
  • Music
  • Spending Time with Family
  • Basketball

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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