As an Edward Jones financial advisor, I have the pleasure of partnering with my clients and their families to help them achieve their goals. 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 that best suits 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 a Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Exam) registrations. In addition, I hold the AAMS® (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. I am married to my wife, Beth, of 15 years and we have two boys, Hudson (13) and Hayes (9). We are members of First United Methodist Church in Clinton. When not in the office, I spend time helping my boys with their golf games as they are both very active in competitive junior golf.

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.

Office Information

Mailing Address

312 B College St Clinton, NC 28328

Office Hours

Office Hours
WeekdayAvailability
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

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More