My goal with clients is simple – reduce the stress that money matters can have on a family’s well-being, help them understand how to achieve their goals and skillfully prevent unintended financial consequences.

I bring a trained eye to identify new opportunities and strategies, giving purpose and confidence to the way ahead. I believe life tends to deliver more opportunities when we give attention to our deepest aspirations and collaborate with trusted people toward achieving them.

As an experienced financial advisor, I feel privileged to partner with clients and help them reach their short- and long-term intentions, and respond to changes along the way. Situations can change quickly, and a major life event can prompt us to regroup and chart a new course.

I serve the diverse and unique needs that clients often present: owning a family business, leading a successful organization, living in retirement, considering a job change, suffering a chronic illness, coming into sudden wealth, surviving a divorce or grieving a loved one’s passing, to name a few examples of clients I serve.

The myriad experiences I’ve had as a military officer, financial security advocate and community volunteer have all given me insight into life’s complexities. They’ve also highlighted the clarity that comes from having access to knowledgeable counsel.

Early volunteer work as a financial counselor and later as an advocate for financial resilience programs led me to my current role as a financial advisor; my respect for an established process, quality research and a service-centric philosophy led me to Edward Jones.

Today, I love helping clients reflect on and plan for the future they want for themselves and their families. When I’m not working with clients directly, or loving on my wife of 29 years, two college kids, two cats and a dog, I like to give back with community service: I coach high school track, volunteer in areas of food insecurity, financial literacy and affordable housing in Durham, and serve as an advisor to a global healthcare non-profit to promote ethics and transparency in clinical trials.

I would be honored to meet you and to be able to provide you with the highest level of service. I invite you to contact our office to schedule a time for us to get acquainted.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

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