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

I earned a bachelor's degree with a double major in economics and international relations at the University of Delaware. I have earned the CFP® and AAMS® designations from the College for Financial Planning. In 2004, I joined Edward Jones as a financial advisor.

I have been married to Susie since 1999 and have two daughters, Lily, born in 2001, and Sophie, born in 2003. I have been active in business and civic affairs for many years. I am a member of the Exchange Club of Charleston and the Park West 4.0 Tennis Team. I am a deacon at Mt. Pleasant Presbyterian Church and a member of the board of directors for East Cooper Habitat for Humanity.

My senior branch office administrator, Trill Norris, has more than 22 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 concerning your account. She supports the community by being involved for more than 26 years as an officer in the Benevolent, Patriotic Order of DOES, a charitable, nonprofit organization.

Relationships are key, and in our view, meeting face-to-face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Golfing
  • Tennis
  • Surfing
  • Running
  • Traveling

Office Information

Office Hours

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

Branch Team

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