Truly understanding what is most important to you is my branch team’s primary goal. As an experienced Edward Jones financial advisor, I provide personalized service in all areas of wealth strategies, including planning for retirement, saving for college for children or grandchildren, and estate considerations. Working closely with you, your CPA, attorneys and other professionals, we can help determine the most appropriate financial strategies for you and your loved ones.

I began my Edward Jones career in 2001, became a limited partner in 2004, and was named principal in 2013. I have qualified to attend nine Managing Partner's Conferences, an annual event that recognizes the top 400 of the firms’ more than 18,000 financial advisors. What I am most proud of is how we have been of service to our clients over the years.

I earned a bachelor's degree in business administration from Villanova University in 1990 and my MBA from Elon University in 1997.

My wife, Julie, and I are very involved in our community through our three children.

With the support of my dedicated branch office administrators, Karen Shaw and Kendra Wood, our office is able to provide the highest level of service possible. Together we strive to meet our client’s needs and help them achieve the financial goals that are most important to them.

My Personal Interests

  • Spending Time with Family
  • Music
  • Sports Enthusiast
  • Health & Nutrition
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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