My father taught me about the power of compound interest as it relates to investing when I was in high school. It had such an impact on me, it is one of the reasons that I am with Edward Jones today.

After graduating from the University of North Carolina at Chapel Hill in 1989, I worked for seven years as a commercial banker with BB&T and Bank of America. Through these experiences, I realized that my true passion was helping individuals with their personal financial strategies and investment management and I joined Edward Jones in 1997. Wanting to serve my clients better, I went on to obtain the CFP designation in 2003 and the AAMS designation in 2006.

My wife, Jan, and I have lived in the area for over 25 years, and we have two grown children and two wonderful grandchildren. We truly enjoy giving back to our community through various charities, civic organizations and our church. I have been an active member of the Crescent Rotary Club in Greensboro for over 20 years and have been involved with The Boys & Girls Clubs and The Salvation Army of Greensboro for a similar length of time. In my spare time, I enjoy playing golf and traveling with our family, especially to the beautiful NC mountains and coast.

My Branch Office Administrator, Lori Craft, and I are passionate about helping our clients achieve their financial goals and dreams. We focus on helping clients with multiple needs such as retirement planning, investment management and risk protection. And we focus on clients with more complex planning situations, working with their estate attorney and CPA to facilitate efficient asset transfer and tax management strategies. We utilize our established processes to help clients identify and achieve their goals, and we partner with them throughout their lifetime to help them stay on track.

While we cannot direct the winds, we can adjust the sails. Please contact us today to get started.