My clients tell me they appreciate my sincere and personalized approach to providing financial advice. They appreciate that I'm someone who takes the time to understand what is most important to them and develops customized strategies to help them achieve their goals. Clients' needs come first. We help keep them on track to meet their goals and strive to provide them service that exceeds their expectations.

I have been with Edward Jones since 1999. I have helped corporate professionals and business owners plan for retirement as well as handling complex estate considerations for large family businesses and corporate executives. Many of my clients have become personal friends.

I also serve on the boards of the Gaston Heights HOA and am a member of the Triangle Italian-American Heritage Association and Triangle Sons of Italy.

Carey is my wife for 26 years. Our daughter, Marissa, lives in San Diego and works for Reynolds and Reynolds. Our son, Joey, is attending UNC Charlotte and is studying business. We live in Raleigh and spend many weekends at our house on Lake Gaston where we enjoy all the lake has to offer. Our fun includes boating, wake surfing, swimming and entertaining friends and family throughout the summer. I also enjoy golfing and fitness training when I am in Raleigh.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Football
  • Traveling

Office Information

Office Hours

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

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