Our primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. By developing a unique customized plan, our goal is to assist each client in organizing, building, protecting and transferring wealth in a manner consistent with their needs and desires. Whether you are planning for retirement, living in retirement or establishing a legacy, we can help.

Personally, I began my Edward Jones career in 1999 as a financial advisor in Goldsboro. I became a limited partner with Edward Jones in 2003. Today, Edward Jones serves the community from three convenient locations.

I earned a bachelor’s degree in accounting from East Carolina University in Greenville, NC. In addition, I received the professional certification of CFP® in 2017 and AAMS™ in 2004.

My wife, Amy, and I have two children and two grandchildren. I have lived and worked in Goldsboro the majority of my life. I have been active in business and civic affairs in Goldsboro for over thirty years. Currently, I am a member of Sunrise Kiwanis of Goldsboro and a volunteer board member with Boys and Girls Clubs of Wayne County.

My branch office administrator, Taylor Downey, is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

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Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Fishing
  • Pickleball
  • Racquetball
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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