As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you can have more options when you retire, regardless of what you decide to do.

My ideal clients are those who want to carefully and thoughtfully work toward financial goals that range from preparing for or living in retirement, to sending children to college or estate considerations. No two scenarios are the same, and neither are the approaches to developing the strategies for helping achieve those goals.

On a personal note, I earned a bachelor's degree in business administration with a concentration in accounting from the University of North Carolina at Chapel Hill in 1980. In addition, I received the AAMS® professional designation in 2007.

My family and I have lived in the Oak Ridge area since 2001. I have been married to my wife, Tammy, for 35 years and we have one son, Jonathan, who is married and lives in Gastonia, NC. Our 1-year-old granddaughter, Isabel, is my pride and joy.

I am an active member of the community and serve in numerous capacities in my church. I have served as a board member of the Merchants of Oak Ridge and as a board member and a two-time past president of the Northwest Guilford Kiwanis Club.

My senior branch office administrator, Kathy Lovato, has 10 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions.

Now more than ever, our team wants to meet clients on their terms. Our established process allows us to help clients either in person or virtually. Let's start the conversation at (336) 644-1473. I look forward to helping you achieve your financial goals.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings

Office Information

Office Address

8004 Linville Rd Suite A Oak Ridge, NC 27310

Mailing Address

P O Box 625 Oak Ridge, NC 27310

Office Hours

Office Hours
Weekday Availability
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

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
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
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More