Every day, I am amazed at the arc of my life. Born a "Kiwi" from New Zealand, I came to the USA in 1993 to attend the University of Kansas. While studying for, and attaining, my Ph.D. in psychology, I met my wife, Kristie, with whom I have two children - Jack and Julia.

As new parents in 2005, both working in the same field, Kristie and I set down roots here in North Carolina. Soon after arriving, we decided I would change careers with the goal of diversifying our income and protecting our family from life's ups and downs. The criteria for my new "job" was relatively simple - using my education and experience, my work must be meaningful in the lives of others. Enter Edward Jones Investments in 2006.

As I was then, I am sincerely thankful to work at Edward Jones. What I know now (and didn't back then) was that I found my "work home" - the place where Sunday night isn't full of dread for the coming Monday morning. I really, really, enjoy my work!

Our branch team consists of myself, Terrilynn Collins and Debbie Reynolds. Both Terrilynn and Debbie are senior branch office administrators and are the backbone of our practice. Take a moment to chat with them and you'll soon realize why our office is a place full of compassion, laughter, caring and serious, sincere professional experience.

To say I am blessed is an understatement. I became a citizen in 2017, I have a wonderful family and work at a fantastic company that supports me and my clients in a way most advisors can only dream about. We believe that it is our responsibility to pass this on to our clients and those we work with.

What is important to me is to understand what is important to you - and with that in mind, I invite you to come meet us, see our branch and get to know what makes our practice unique.

Cheers!

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Photography
  • Technology
  • Snowboarding
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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