As an Edward Jones financial advisor, I believe in understanding what is financially important to families and individuals. By utilizing an established process, we can help realize their financial goals and dreams.

I am a native and resident in Hickory, NC. My family and I love our community here in the NC Foothills. We cherish and value the relationships that we have grown and developed personally and professionally. We are active in several community affiliations and well as our church.

After graduating from Hickory High school in 1989, I pursued a B.S.B.A. in marketing from Western Carolina University in Cullowhee, NC. I came to Hickory to work and manage my family's Hosiery Mill. Working in the textile industry from elementary school through 13 years post graduation from WCU has taught me much, including the importance of a diligent work ethic and appreciation for establishing and maintaining business and personal relationships abroad and here in our community.

The most integral question, and one that you will be asked often is, "What is most important to you?" That is what each appointment, phone call and investment is centered around. I work with each client by understanding their goals, so that I may develop a personalized strategy that not only fits their current situation but continues to change through their various life stages. I partner with you throughout the duration of your life to help ensure that you stay on track to meet your goals. I serve a select group of individuals that understand what their goals are and are looking for someone to champion those same ideals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving

My Personal Interests

  • Active Lifestyle
  • Hiking
  • Bird Watching
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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