I am a financial advisor and a CERTIFIED FINANCIAL PLANNER™ certificant for brokerage firm Edward Jones. Calling North Carolina home for the past 22 years, I have lived in several states and enjoy time in the Colorado Rockies, the rolling countryside of Gettysburg or the waterfront of Annapolis. As a lifelong student of history, I am a former Naval officer and have traveled extensively. You can usually find me at my office, or on the racquetball and pickleball courts after work. I like international travel and fine dining. I prefer medium roast coffee, with a little sweet cream.

I am a widowed father to three thriving adult children. My philosophy is that life is about experiences and relationships. I strive to help my clients realize their dreams and goals through thoughtful and purposeful financial strategies.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Pickleball
  • Racquetball
  • Traveling
  • History and Museums
  • Fine Dining

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 By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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