There is no better time than now to get serious about your investments and planning for your goals – both short and long-term. Most important, of course, is your retirement. It has been such a tumultuous couple of years that many people are re-thinking their priorities. I am able to help you as we, together, work on turning your goals into reality.

Within our branch office at Edward Jones, our clients become like our family. Our office, myself and Jennifer York, Senior Branch Office Administrator, are here to listen so we can understand what's most important to you, helping you achieve your financial goals and personalizing a strategy that fits your particular needs and goals.

In this world of fast-paced, constant bombardment, it's hard to understand what's best. We will help you understand how to best decipher what the media makes very difficult to understand.

My family has been in the Wilkes County area for years. I am active in the Kiwanis Club of North Wilkesboro and sit on the board of directors of United Way of Wilkes, Samaritan Kitchen and Yadkin Valley Greenway. I also serve in many ways at First United Methodist Church and have four children and one grandchild.

I'm here to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. Jennifer and I look forward to working together.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Running
  • Volunteering
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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