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 the designations of CFP® and AAMS®. The CFP demonstrates my commitment to ensuring that have the specialized skills to serve all my clients' needs at the highest level. My career includes over two decades of financial management across both commercial and consumer sectors.

My spouse, Linda, and I have been married for 29 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 the Wakefield community schools as part of the board for the Wakefield Schools 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 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 - 05:00PM
Sat Closed
Sun Closed

Branch Team

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