At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We develop a solutions-based approach tailored to your individual goals and provide exceptional service.

As an Edward Jones financial advisor, I believe that it's important to invest my time to understand what's most important to you before you invest your money. Using my established process and working together, I help determine the most appropriate financial strategy for you and your family. My clients appreciate our trusted partnership and how we work together throughout their lives to keep their financial plans on track.

At Edward Jones, we're focused on you. We provide the investments, services and tools our clients need to work toward their financial future.

I earned my undergraduate degree from The George Washington University, and later graduated from Duke University's Fuqua School of Business with an MBA. I also hold a designation of Accredited Asset Management Specialist. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. My career includes over two decades of financial management across both commercial and consumer sectors.

My spouse, Linda, and I have been married for 26 years. We are the proud parents of two grown daughters who are graduates of the University of North Carolina schools. My family and I have lived in Wake Forest, NC, since 2000.

I am passionate about serving my community and an active member of the local Rotary Club to support the important local and international projects we sponsor, and I devote effort to local Wakefield schools on a steering committee for educational foundation.

I invite you to connect with me on LinkedIn and Facebook.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Cycling
  • Hiking
  • Running
  • Volunteering

Office Information

Office Address

2941 Wakefield Pines Dr Suite 102 Raleigh, NC 27614

Office Hours

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

Branch Team

Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

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

Learn More