I help individuals and families overcome complexity, live comfortable financial lives on their terms and create a lasting legacy with actionable, trustworthy strategies.

As a graduate of Appalachian State University with a degree in organization communication followed by a Master of Divinity from Gordon Conwell Theological Seminary, I have spent more than 16 years in leadership and caring for people. The skills I learned in my earlier careers all led to me joining Edward Jones where my professional work truly creates a positive impact on our clients and community.

My business partner and Senior Branch Office Administrator, Heather Whitmire, and I strive to ensure each client is understood, informed, in control and secure in what matters most to them. Together, we are highly skilled and have optimized a process of partnership that helps make our clients dreams become reality. I serve within Edward Jones as the key leader for growth in Western North Carolina. In 2020, I was honored with the prestigious Ted Jones Spirit of Caring Award.

I live with my wife, Christine, Rose, our daughter, and our dogs, Lilly and Purl. I enjoy my involvement within the Asheville community through Rotary, our church and serving on the boards of Children's First as well as the WNC Estate Planning Council. These groups have taught me the importance of relationship building and being a great leader.

I’ve always enjoyed challenges and absolutely delight in hobbies that can never be perfected such as golf, fantasy football and powerlifting. These challenges take focus, discipline and positivity in order to navigate setbacks as well as success to arrive at the new goal, which is a lesson that is re-taught each time I attempt a new personal best in powerlifting.

By partnering with my clients and working with them to understand their goals, we create individualized strategies to help organize, grow, protect and transfer wealth. I use an all-inclusive approach to tailor solutions to each client. Earning the ChFC® designation has helped me become well-prepared to face the challenges of creating complex wealth strategies. As part of my comprehensive approach, we partner with our clients’ CPAs, attorneys and other trusted professionals.

Contact our office to schedule a complimentary introductory appointment to discuss your goals and learn more about how we work with our clients.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Personal Fitness
  • Sports Enthusiast
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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