Since beginning my career at Carolina First Bank in downtown Greenville in 1989, I have developed a strong desire to understand what is important to my clients and partner with them throughout their life to help them accomplish all their goals. The foundation of those trusted relationships is built through transparency, accountability and mutual respect.

When I joined Edward Jones 20 years ago, I could not have imagined how humbling and inspiring it would be to have the opportunity to play a small role in the successes of so many families. With our goal of providing the best client experience possible, we have been able to see many clients maintain businesses, start successful retirement plans and fund college savings plans for their kids and grandkids. We've also had the opportunity to help clients acquire property and build their dream homes, as well as being invited by them to live vicariously through all their wonderful memories of travel.

It has been extremely gratifying to see so many people thriving in their retirement and staying on track due in large part to the asset protection and income strategies we monitor and develop together. Working closely with client attorneys and accountants, we not only have an established process to help clients manage their wealth, but also help them leave a legacy.

Edward Jones, a business founded in 1922, is a caring organization made up of thousands of amazing people. We have advanced technology to support our office so we can ensure you receive the most current and comprehensive guidance. Working together, we can help you create a tailored strategy to help you achieve all your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Social Responsibility
  • Volunteering
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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