I learned many things in my time as a Boy Scout, but one has stuck with me and continues to resonate in everything I do: Leave things better than you found them. I try to take this approach in every aspect of my daily life, both in the office and out.

After graduating from UNC Chapel Hill, my first job was with a small local business. There, I learned about the dedication it takes to achieve one's goals and it became my dream to build a business of my own. In 2000, I joined Edward Jones and my dreams and passions – running a business, investing and improving the world around me – became a meaningful career.

For over two decades, I have found purpose in partnering with clients to improve their lives and help them achieve the things that matter most to them. I have built my practice by treating clients as I want to be treated – a simple idea that still makes sense in today's complex marketplace. I believe it's important to invest my time to understand what you're working toward before you invest your money, and understand your unique goals and values before building financial strategies tailored to your needs.

My branch team includes Sr. Branch Office Administrator Carolyn Churchill and Registered Branch Associate Heather Oakley, whose combined experience with the firm totals nearly 30 years of service. We provide attentive, highly-personalized service to every client, building deep, trusted relationships partnering with them for the long term.

In what I feel is a true testament to the relationships we build and the service we provide, I am honored to share that in 2022 and 2023, my team and I were invited to attend Edward Jones' premier recognition conference, the Drucker Council, which recognizes the contributions and achievements of 75 of the most successful branch teams from the firm's more than 15,000.

I was also named to the 2022 Forbes Best-in-State Wealth Advisors ranking.*

My wife and I have three children. A family of avid basketball fans, many of our evenings and weekends are spent on the court. With my days playing largely behind me, I now enjoy spending time with my kids and giving back to the community through coaching youth leagues.

*2022 Forbes Best-in-State Wealth Advisors for North Carolina, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Fishing
  • History and Museums
  • Wine Collecting/Enthusiast

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 - 05:00PM
Sat Closed
Sun Closed

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