Organizing, growing and protecting your wealth – those are my priorities as a financial advisor.

Understanding what's important to you is how we build customized strategies to help you reach your financial goals. To equip you to make informed decisions and invest with confidence, I use a time-proven process to help keep you on track.

My approach incorporates a complete financial analysis, including risk tolerance and portfolio construction, with an emphasis on retirement/income planning. Protecting your financial legacy may also include life insurance and/or long-term care solutions, as well as consideration of trust and estate matters.

Partnering to help you achieve your goals includes your dedicated in-office support staff, as well as industry-leading analysts and technology. To ensure that you receive customized guidance, we welcome collaboration with your attorney, accountant and other trusted professionals to leverage everyone's expertise.

Like a good investment strategy, I'm in this for the long term. My wife and I, along with our five children and a growing assortment of barnyard animals, reside in Concord and have called North Carolina "home" since moving from Ohio in 2007. Many of my extended family members also work for Edward Jones, so I consider my role to be a "family affair" – and I look forward to serving yours.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Hiking
  • Farming

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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