My passion for advising started after my mom and dad were downsized in 1987. They needed a game plan. This deeply personal experience taught me the value of hard work, planning and making wise choices. I enjoy helping families achieve their goals over the long-term.

My clients say they appreciate my direct honest feedback, our deep meaningful relationships and grasp of their visions for retirement and their legacies. They appreciate how I help them build the resources to reach their goals. They like the extra time I spend solving problems sometimes beyond their accounts. Additionally, they appreciate our regular communication working closely with their CPA, attorney or other professionals to stay on track. I help them through tough times offering a steady calm voice to overcome fears and challenges.

After graduating with a bachelor's degree in finance and economics, I worked with Federal Deposit Insurance Corporation. I saw the prudence of planning and vowed to help others build and achieve their life vision. Then, I found my calling as a financial advisor, spending over 30 years with Edward Jones winning awards for exceptional service and building client relationships. I am also a limited partner.

I have been married to my wife, Laura, for over 20 years and have two sons, Michael and Chris. We live on and operate the family farm which dates back several generations. I understand the complex issues of owning your own business including cash flow, financial statements, profit/loss and taxes. My hobbies include hunting, fishing, boating and spending time with my family at the beach at Pine Knoll Shores, NC.

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 - 05:00PM
Sat Closed
Sun Closed

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