Relationships are key, and in my view, meeting face-to-face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their their lives and businesses.

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Effectively tailoring a strategy to your needs can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, stocks, mutual funds, and insurance. I can help you develop a strategy for working toward your retirement goals.

I joined Edward Jones as a financial advisor in 2015, opening the firm’s first branch office in Newport, NC. A 2013 graduate of East Carolina University, I hold a master’s degree in communication and a bachelor’s degree in business administration.

My spouse, Sarah, and I have three children. We love golf, playing outside in our backyard and road trips to see the grandparents.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Golfing
  • Hiking
  • Running
  • Gardening
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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