As your Edward Jones financial advisor and branch team, we want to understand what’s most important to you. We use our established process to build personalized strategies to help you reach your goals. We will partner with you throughout your life to help keep you on track.

My passion for investing began at a young age. I used my paper route money to buy my first stock in the 7th grade. I grew up in Ames, IA, and earned a bachelor’s degree in finance from the University of Iowa in 2006. I also played college basketball for the Iowa Hawkeyes. Prior to joining Edward Jones, I was a financial manager for a restaurant group in the Washington, D.C. area with annual sales of over 100 million dollars.

I earned the Chartered Financial Analyst (CFA®) designation and am a member of the CFA Institute and the CFA Society of North Carolina. CFA® is a professional designation granted by the CFA Institute and it may only be earned by individuals with four years of qualified investment work experience who become a member of the CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct and complete the CFA Program. The CFA Program consists of three levels including three exams which test and represent the individual's competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.

On a personal level, I met my wife, Caroline, a North Carolina native, while living in Washington, D.C. After her graduation from Georgetown Law in 2016, we relocated and made Charlotte our home. In our free time, we love traveling to the Caribbean and exploring new restaurants in Charlotte. We also welcomed our daughter into the world in April 2020 and love watching her grow with each passing day.

I would like to help provide answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Traveling
  • Personal Fitness
  • Health & Nutrition
  • Home Improvement
  • Wine Collecting/Enthusiast

Office Information

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 - 05:00PM
Sat Closed
Sun Closed

Branch Team

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