2022 marks my 16th year as a financial advisor with Edward Jones, and another firm for two years prior. I am deeply grateful to have been able to help so many clients achieve their financial goals throughout the years.

To better serve my clients, I have obtained the CFP® and AAMS® professional designations. I hold my Series 7 and Series 66 registrations, insurance, long-term care, life and health licenses.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I attended the University of North Carolina at Chapel Hill and graduated with a business degree in finance from UNC Kenan-Flagler Business School. I became a limited partner with Edward Jones in 2015. I am married to Meredith Dixon and have a son, Milo.

My Sr. BOA, Brad Battle, has worked with Edward Jones for 12 years and part-time Sr. BOA, Margaret Hill, has for 16 years. Together, we strive to provide the highest level of client focused service. We use an established process to help you build your personalized strategies to achieve your long-term goals.

Relationships are key. We partner together throughout your life to help keep you on track. If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations. It all begins with a conversation, so please give us a call or stop by to get started.