As your Edward Jones financial advisor, I want to know what is important to you. Whether it be leaving a legacy to your heirs, gifting to charities or traveling the world, we will work together to prepare for the future, protect against the uncertainties of life and help keep you on the path to financial independence.
In 2007, I joined Edward Jones. Prior to that, I was the assistant director of human resources at Iredell Memorial Hospital.
I received a B.A. in industrial relations and psychology from the University of North Carolina-Chapel Hill. I have also received the AAMS™ and CRPC™ professional designations.
I am married and have two children who have graduated college. I am an active member in the community, as a member of the Race City Civitan from 2011-present, a former member of Central United Methodist Church Endowment Committee and a board member of the Mooresville Soup Kitchen. I am also a current member of Central United Methodist Church.
My Senior Branch Office Administrator, Christine, has 21 years of experience at Edward Jones and is dedicated to providing you with the highest level of service.
Jeff Weis, an additional Branch Office Administrator, was hired in March 2022.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. Our aim is to improve the financial wellbeing of our clients.
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