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.