While growing up in a small town in Pennsylvania, my Dad provided my first exposure to investing versus saving. My Dad challenged my brother and me to choose a stock to invest $500 in. We would analyze the annual report, balance sheet, the newspaper and present an argument for the best investment after the family dinner every month. The growth of these investments supported both our college educations in the years to come. Needless to say, this piqued my interest in building wealth through owning good companies and managing them over time.

These lessons gave me the confidence and interest to learn more, which has led me to serve high net worth clients over the past 19 years.

I graduated from Elon College in 1996. I began my professional career in 2002 at AG Edwards Investments. I built my practice for four years and was later introduced to an opportunity with Edward Jones. In 2005, I established my practice with Edward Jones in Burlington, NC and became a partner in 2009.

My team includes an exceptional branch office administrator, Jackie Bovine, who excels in client service. Jackie has worked for Edward Jones for 20 years. Our team has been honored to receive our company's top honor for client service seven years in row. Our vision is to be; "An inch wide and a mile deep", so we only serve a select number of clients in order to provide exceptional service. We use an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. We are truly blessed to serve our clients, their families and the community.

I live in Graham with my wife and two children. I have served on the ARMC Charitable Foundation board for eight years, two years as chairman. I serve on the executive board for Elon University. My family is a member of St. Marks Church in Burlington. I enjoy playing music, mountain biking, snow skiing, golf and relaxing at our lake home on Hyco lake.

My Personal Interests

  • Golfing
  • Mountain Biking
  • Skiing
  • Music
  • Woodworking

Office Information

Office Hours

Office Hours
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 Closed

Branch Team

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