The role I have as an Edward Jones financial advisor is a very humbling and rewarding experience. I have the opportunity to be a part of my clients' lives by partnering together to develop a strategy to help achieve their long-term financial goals. This is accomplished by understanding what is important to them and using an established process to build a personalized strategy to help them reach their goal(s). In addition, my team partners with my clients to keep them on track throughout their many stages of life.

I began my career with Edward Jones in February 2008 and earned my MBA with a concentration in finance from Gardner-Webb University in 2007. I have held various volunteer roles within Edward Jones, serving as a field trainer, as a mentor and as a solutions system coach. These roles afford me the opportunity to give back to the less tenured financial advisors the knowledge I have gained through the years.

I live in Boonville, NC with my wife, Lynn, and our 16-year-old son, 13-year-old daughter and our spoiled dog, Zeek. I enjoy being with my family doing sporting activities, family vacations and furthering our faith in our church. I have and have had numerous philanthropic roles, but my current passion is for the Children's Center of Northwest North Carolina.

Lori Martin is the other part of my branch team. She was born and raised here in Yadkin County and joined Edward Jones in 2014 as a Branch Office Administrator. She loves the relationship we have with our existing clients and getting to know our newer clients by providing them with the highest level of service possible.

If you think we would be a good fit, please give us a call at 336-679-2192.

My office's Mission Statement: To be our clients and their family's first choice to help with ORGANIZING, PROTECTING, BUILDING and TRANSFERRING WEALTH through integrity.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Coaching Sports

Office Information

Mailing Address

P O Box 790 Yadkinville, NC 27055

Branch Team

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