My work is rewarding. Every day, I help individuals, families and business owners committed to their retirements overcome complexity and gain control of their finances. I partner with them using my established processes to build personalized strategies designed to help achieve their life goals.

I joined Edward Jones in 2001 and hold the Certified Financial Planner™ (CFP®) designation*. My Sr. Branch Office Administrator, Deborah Goins, and I have worked together since 2002. In 2019, we welcomed Casey Best to our branch team. We work together towards our goal of deeply serving our clients and delivering a great client experience.

Prior to joining Edward Jones, I graduated from NC State University and I worked in the paper industry. Every day, I use what I learned about the dedication and communication skills it takes to make a big business work to benefit my clients.

I live with my wife, Ceil, in Pfafftown and enjoy spending time with our adult children, volunteering in the community and serving my church.

One of my passions outside of work is snow skiing. The sport has taught me the importance of staying focused on what’s ahead and being disciplined yet adaptable in my approach. Thankfully, I’ve mastered how to truly ski the mountain, rather than just slide down it.

Give my team a call or stop by the office and get to know us. We can start a conversation about your financial goals. You can also connect with me on LinkedIn and Facebook.

*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.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

My Personal Interests

  • Skiing
  • Traveling
  • Camping
  • Hiking
  • Personal Fitness

Office Information

Mailing Address

P O Box 207 Pfafftown, NC 27040

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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