I learned the importance of a strong work ethic at an early age from my parents. I learned what the true value of a dollar was from having to earn it on my own. This transitioned into a passion for helping others maximize their savings and everything they’ve worked so hard for throughout their lives.

It is most important for me to understand what your goals and aspirations are prior to investing your money. From there, we partner together to help you organize, build, protect and transfer your wealth with exceptional service and transparency of costs.

Upon graduating from Western Carolina University in 2012, I began working with Edward Jones in St. Louis, Missouri. I gained invaluable experience during my time at our home office by working closely with several branch offices from afar before transitioning to my office in Greensboro in 2013. Since then, I have come to love working with individuals, families and business owners in the Triad.

In 2019, I earned the CFP® designation after completing the required coursework through Duke University. Since 2015, I have also carried the AAMS® designation. This designation provided strong fundamental financial knowledge as well as a focus in asset management.

The glue that holds our office together is our branch office administrator, Zar Holmes. Zar is a Greensboro native and graduated from UNC Greensboro. Zar spent several years in marketing, sales and sales support with local cable and TV stations. Together, we take pride in knowing our clients on a personal level and strive to provide a seamless experience for them.

Outside of the office, I enjoy spending time with my wife, Jessica, our daughter, Emerson, and our beloved dog, Captain. We love being outside, taking walks, swimming and visiting local parks and playgrounds. We also enjoy traveling near and far to visit our family and friends. At home, we love to cheer on our favorite sports teams and explore all of the fun the Triad has to offer!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Reading
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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