I started my first business in my hometown of Kinston, NC when I was 10 years old. My goal was to save money by mowing grass around the neighborhood. Although hot, it taught me many valuable lessons and provided me with the opportunity to learn at a young age the importance of customer service, sacrifice and dependability.

After graduating from NCSU in 2010, I relocated to Tennessee and then to Alabama before realizing my heart was in North Carolina. I sold my home near Huntsville, packed up and headed east to Goldsboro.

My wife, Diandra, and I spend our time enjoying our great city with friends and on the weekends can be found here or at the coast. We love music, good food and aviation. We have the upmost respect for our servicemembers and are honored to have many as clients and call even more friend.

I realized the best way to meet the ever-changing needs of my clients was to continue to develop myself and to be a part of my community. I hold an Accredited Asset Management Specialist designation and I am involved with the DGDC as the chair of the Economic Vitality Committee, Wayne County Chamber, Military Affairs Committee and Freedom Fest. I also partner with many other organizations that help our community grow.

My clients depend on my Branch Office Administrator, Jess, and I to provide them with excellent service and complete confidentiality. Our clients take great comfort in our unique approach to breaking down the complexities found with investing and trust us with the most intimate details of their lives.

Our passion is helping individuals, business owners and families achieve their goals. We want to understand what's important to you. From there, we will use our established process to build personalized strategies to help you achieve your goals and partner together throughout your life to help keep you on track, no matter where life may take you.

Please don't hesitate to schedule an appointment. We look forward to getting to know you as our neighbor.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Aviation
  • Motorcycles
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Branch Team

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