I became a financial advisor because I've always enjoyed helping people and have been drawn to personal finance since college. In 2009, I decided to merge these two things and began my career as a financial advisor after a nine-year career in public accounting. Now, I wake up every morning excited to play such a meaningful role in the lives of my clients and their families. I love what I do.

Since 2009, I have partnered with busy professionals to understand their values in order to deliver personalized investment strategies to help them achieve what's most important to them. With my experience in planning for retirement, planning for the unexpected, college saving, insurance, tax considerations and goal protection, I want to help you use your financial resources to live your best life. My first priority is incomparable client service.

Prior to Edward Jones, I worked as a CPA at Grant Thornton and Arthur Andersen. I received my master's degree in accounting from The University of North Carolina at Wilmington. I'm originally from Concord, NC, and I have lived in Charlotte since 2001.

I enjoy spending time with my amazing wife, Jenny, and being a father to our three beautiful daughters. I serve as an Elder at Forest Hill Church, and as a leader of F3 in South Charlotte. I also enjoy traveling, smoking BBQ and playing bluegrass music with The Helms Family Band.

My senior branch office administrator, Jessica Smego, has been with Edward Jones since 2016 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Jessica is originally from Maryland and relocated to Charlotte in 2020.

Focus areas

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

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Personal Fitness
  • Music
  • Golfing

Office Information

Office Hours

Office Hours
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

  • Web Conferencing

Branch Team

Email Me

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