Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, 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. 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, boating and road trips to see the grandparents.

My senior branch office administrator, Catherine Kelly, has 33 years of professional experience 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.

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

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Hiking
  • Skiing
  • Fishing

Office Information

Office Address

7025 US Highway 70 E Suite E Newport, NC 28570

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

  • Web Conferencing

Branch Team

Request an Appointment

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