My purpose is to help families and individuals committed to achieving their life goals to overcome complexity, plan for life's transitions, live comfortably with purpose, give generously and create meaningful legacies with actionable, trustworthy strategies.

My process is to help clients achieve their life goals by understanding the financial goals that are most important to them, the life transitions that are heading toward them, and the legacy they want to create. I use my established process to build personalized strategies to help you achieve your best life possible with the assets you have available and to partner with you throughout your life to help keep you on track.

I started my second career as an Edward Jones financial advisor in 2008 after serving in senior management in the textiles and apparel industries for 25 years. I earned my undergraduate degree from North Carolina State in 1983 (Go Pack!) and a MBA, with distinction, from Campbell University in 2001. I completed my AAMS™ accreditation in 2011. I have served Edward Jones as a visiting vet, support specialist and field trainer for new financial advisors.

My wife and I have been married since 1986 and have lived in and have been active in Summerfield since 1999. We have two wonderful grown children (sadly no grandkids at this time). I am a member of Friendly Avenue Baptist Church, a walk board member for the Western Carolina Alzheimer's Association, and have worked with Backpack Buddies, Salvation Army Bell Ringer, Out of the Garden Project and Urban Ministries. I am the co-founder and past Cubmaster of Cub Pack 104 in Greensboro and Asst. Scoutmaster of Troop 106 in Greensboro.

I love the outdoors and am an avid mountain bike rider and hiker. My personal goal is to visit and explore all 63 national parks, knees and back willing! So far, I have explored 23 parks in the US over the last few years.

Carolyn Foust, Senior Branch Office Administrator, is my partner in the Summerfield Branch. We look forward to meeting you and discussing your life goals and how we can help you achieve your best life possible.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Hiking
  • Mountain Biking
  • History and Museums
  • Track & Field

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More