Financial markets can be complex and often confusing. Changes in tax laws, economic cycles and global events may leave you wondering what to do and how to do it. Whether you are a seasoned investor or find yourself with more questions than answers, I can assist. My focus is on my clients’ financial well-being and helping them achieve the outcomes that are most important to them. I listen carefully to understand what my clients value most and work to help keep their strategies on track through life’s ups and downs. You can draw on my experience as a financial advisor and consultant to work with your tax and legal professionals to help you build a strategy to reach your goals.

I have been working in this capacity with Edward Jones since 2008. I hold a degree in human services and cross-cultural development from Montreat College, the AAMS professional designation, General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Life and Health Insurance licenses. 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 wife, Christine, and I married in 2001. After living in Arkansas for two years, we returned home to Western North Carolina where we now live with our two daughters. My interests include playing guitar, painting, reading, being outdoors and great food.

My branch office administrator is Amber Miller, whose skills and professionalism keep our clients informed and our processes on track. Cindy Shapiro recently joined our team to assist with a variety of administrative duties. As your Edward Jones branch team, our focus is on providing personal and exceptional service to our clients. We are privileged to partner with you to help you meet your financial goals. You are welcome to contact us any time.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Music
  • Reading
  • Movies & Entertainment
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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