I work to help individuals and families committed to their retirements overcome complexity, create meaningful legacies and pay for education with actionable, trustworthy strategies personalized for you.

A 15-plus-year veteran of financial services, I joined Edward Jones as a financial advisor in 2007 and became a limited partner in 2015. I earned a BS from Clemson University, an International MBA from Moore School at the University of South Carolina and hold the AAMS™ designation. My team includes Senior Branch Office Administrator Alexandra Adams and Branch Office Administrator Brittany Stone-Pope. Together, working closely with you, your CPA and your attorney, we can determine the most appropriate financial strategy for you and your family.

My wife, Lori, and I live in Tryon, NC and spend our time hiking, traveling and enjoying the local arts community. Lori is an occupational therapist at PRO Physical Therapy. Our two children are studying at Appalachian State University and the University of North Carolina in Chapel Hill. I have served on the boards of Rotary Club of Tryon, Pacolet Area Conservancy, The Foundation for St. Luke's Hospital and St. Luke's Hospital. I currently serve on the board of the Polk County Community Foundation. Having a strong belief in serving the community in which I live, working with groups like these have strengthened in me the importance of relationship building, dedication and positivity so that, as a team, we can achieve a common goal.

* The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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