At Edward Jones, we value personal relationships based on a deep understanding of the unique financial needs of you and your family. I came to Edward Jones in 2002 because I wanted to help investors achieve their long-term financial goals. Working closely with you, your CPA, attorney and other professionals, I am able to determine the most appropriate financial strategy for you and your family.

My senior branch office administrator, Amber, and I have worked together since 2003. Robin joined our team as a branch office administrator in 2018. Both Amber and Robin are as dedicated as I am to providing you with the highest level of service possible and to ensure that each of our clients know they are truly appreciated. We are unwavering in our dedication to building strong and lasting relationships while helping you reach your financial goals.

I graduated from Appalachian State University in 1980 and received a master's degree from North Carolina State University in 1994. I earned the professional designations of AAMS® in 2005, CFP® in 2009 and CLU® in 2011.

As part of my community involvement, I am a current member and officer of the Kiwanis Club of Sanford. I served on the Lee County chapter of the North Carolina Community Foundation Board for 10 years, and am a current member of the Sanford area Chamber of Commerce. I also serve on the Brick Church Restoration Committee Board in South Carolina. My family and I are members of Pocket Presbyterian Church in Sanford.

Originally from Charleston, SC, I moved to Sanford in 1992 after marrying my wife, Janet. We have two amazing daughters, Emma and Elizabeth.

With you and your family in mind, we are here to provide you with highly personalized investment services and give you the tools you need to work toward your unique financial future.

Focus areas

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

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

Branch Team

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