Having a deep desire to help people, I entered the financial services business shortly after college graduation. Joining Edward Jones in 2017 was a natural choice for me, as their investment philosophy of the long-term investor and highly rated client service model follows my entire focus of helping clients. I enjoy being a part of my clients' lives, building and growing relationships with them and their families and working with them to achieve their financial goals.

I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is important to them and will act in their best interest.

I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. My goal is to add value to the financial life of each of my clients. It is important that I understand what is important to you and our team strives to make sure that our clients feel heard and understood. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.

I'm inspired every day by the people I'm so lucky to work with and meet. My branch office administrator, Kim Graf, and I strive to provide an ideal client experience. We are so fortunate to be able to serve Iredell County, and are eager to help more people.

On a personal note, my wife, Rose, and I have two sons and have been Iredell County residents since 1989. When not in the office, I enjoy spending time with my family, volunteering, boating and water sports.

If you would like to learn more about the Edward Jones approach to investing, please call me to schedule an appointment. While the road may not always be easy, together we can work toward getting you to where you want to go.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

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