"Money can't buy happiness, but it can quiet the nerves." This quote is stitched on a pillow in my office that was a gift from one of my favorite clients.

After working as a risk analyst and attending graduate school, I embraced my heritage and became a 3rd-generation business owner. This is when I was introduced to Edward Jones. First as a client, and then building my own practice in Sanford. I have been "quieting nerves" since 1998.

Many people have helped me in this endeavor, and I have been passionate about paying forward this generosity within the firm. I have, and still do, mentor and coach newer financial advisors throughout the country. I have lectured and taught training classes in our St. Louis headquarters. I have run advanced workshops on topics ranging from portfolio building to estate considerations to tax-efficient investing strategies. I have been recognized 13 times over my career at the prestigious Managing Partners Conference or Financial Advisor Leaders Conference. In 2022, I was named as Forbes Best-in-NC Wealth Advisors*. My greatest accomplishment though, has been coaching middle school girls' basketball and living to tell the tale. Helping a player succeed and earning a parent's gratitude is priceless.

Throughout this journey, my wife, Lisa, has been my biggest fan. She is the best "investment" I have ever made by far. We have two children who fulfilled a dream by attending and graduating from our Alma Mater, the Ivy League-caliber college, William & Mary.

I partner with people to customize a strategy to achieve their distinctive financial goals. The widow who is courageously facing the next chapter of life. The entrepreneur whose long hours and risk-taking have finally paid off. The executive family who wants the Golden Years to shine a long time and, then afterwards, to help ease the burden of their beloved heirs and charities. The business owner that wants to help employees prepare for their retirement.

I am not for everyone, but I could be for you. Let's start a conversation. 919-775-4443.

* 2022 Forbes Best-in-State Wealth Advisors for NC, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

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

My Personal Interests

  • Golfing
  • Personal Fitness
  • Vintage Cars

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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