I grew up in southwest Virginia, the son of a minister and Christian educator. I attended the University of North Carolina Greensboro in 1992 and fell in love with the area and have called it home ever since. My wife, Lisa, and I have a blended family with four children that are growing up too quickly. We also have two dogs and a cat that we most likely have more pictures of on our phones than our children.

Over the years, I've served on different boards and committees including: Habitat for Humanity, The Community Theatre of Greensboro and First Presbyterian Church. I enjoy golf, cars, watch collecting, hiking, traveling, music and wine. I have sung in various choirs and barbershop quartets and even sang in Carnegie Hall while attending UNCG.

Edward Jones allows me to serve my clients in a personal way, enabling me to understand what is important to you and your family by utilizing established processes and strategies to accomplish your goals. By partnering together and remaining accountable to each other, we help you stay on track through all stages of life. I work with three main types of clients: business owners, retirees and those planning for retirement.

Together with my branch team, Dixie Brown and Lisa Rosenberg, we look forward to getting to know your family and helping you achieve your financial goals.

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Art & Theater
  • Golfing
  • Music
  • Personal Fitness
  • Wine Collecting/Enthusiast

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

Additional Hours

  • Web Conferencing

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More