As a veteran financial advisor, I partner with individual investors in the Wilmington, N.C., area to help them identify goals, develop tailored investment strategies and help keep them on track long term to achieve their life goals.

I began my career as an Edward Jones financial advisor in 2001 where I opened an office in Town and Country, Mo. In 2008, I relocated to Wilmington, N.C., and continue to serve individual investors today.

I am thankful and blessed to have built a business that ranks among the firm’s top financial advisors and to have earned invitations to six Financial Advisor Leaders Conferences, as well as the firm's Managing Partner’s Conference. In addition, I've shared the Edward Jones opportunity and helped the firm grow and reach additional investors by recruiting 20 financial advisors and completing four asset-sharing programs.

I am a strong proponent of the firm’s rich culture of volunteerism and use my experience to help others expand and enhance their businesses by serving as a new financial advisor support specialist, performance leader, recruiting leader and visiting veteran. In 2015, I was asked to serve as a regional leader. In this role, I promote the health, growth and leadership development of more than 50 branch teams located throughout eastern North Carolina. I was also named an Edward Jones principal in 2018.

A native of Missouri, I graduated from the University of Missouri with a bachelor’s degree in finance/banking. I also hold the CFP® professional designation.

Outside of the office, I enjoy spending time with my wife, Jennifer, and our three daughters: Julia, Caitlyn and Emma. As a family, we enjoy golfing and time on the water.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Personal Fitness

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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