As an Edward Jones financial advisor, I have the pleasure of partnering with my clients and their families to understand what is most important to them. My team and I are passionate about getting to know you on a personal level. By partnering with you, your CPA, attorney and other professionals, we are able to customize a strategy to achieve the goals of you and your family.

I began my career as an Edward Jones financial advisor in 2002 and became a limited partner with the firm in 2011. Over the years, I have served the firm in coaching new financial advisors and as a member of our hiring team. I hold Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Exam) registrations. In addition, I hold the Accredited Asset Management Specialist™* professional designation.

Our clients, and the personalized experiences they receive, are important to me. I am proud to have Elizabeth Bradsher and Sandra Knowles as partners in the branch. With over 15 years of experience, they provide one-on-one service to our clients in administration or their banking needs.

I am a 2000 graduate of the University of North Carolina where I was a two-year letterman on the football team. My wife, Beth, and I have two sons, Hudson and Hayes. We are members of First Methodist Church in Clinton. When not in the office, I spend time helping our sons with their activities. Hudson is very active in competitive junior golf and Hayes plays baseball.

In our community, I have served as the president of the Clinton-Sampson Rotary Club and board chairman of Harrells Christian Academy Board.

*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.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans

Office Information

Mailing Address

312 B College St Clinton, NC 28328

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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