As an Edward Jones financial advisor, what matters most to me is understanding what is important to you. Working closely with you, your CPA, your attorney and other professionals, I use an established process to help determine the most appropriate financial strategy to help you achieve your goals. I have a real passion for helping families implement wealth accumulation, wealth protection and wealth transfer strategies.

I am a 27-year veteran financial advisor with Edward Jones. A native North Carolinian, I graduated from the University of North Carolina-Wilmington with a Bachelor's of Science degree in business administration. I hold several registrations, including General Securities Representatives Series 7, Uniform Securities Agent State Law Series 63, the Uniform Combined State Law Series 66 and the AAMS® designation from the College for Financial Planning.

I am enthusiastic about making my community a better place. I have given both my time and resources to a number of charitable and service organizations and to my church. I have previously served as president of The Raleigh Lions Club and board member of both The Raleigh Lions Club and The Raleigh Lions Clinic for the Blind.

I am a self-proclaimed volleyball dad and I enjoy an active and healthy lifestyle. My wife, Jenny, and I make our home in Raleigh where we are enjoying raising our 15-year-old daughter.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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