As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs, so I may develop the most appropriate financial strategy to help you achieve your goals. My clients have complex needs, and I work with them, their estate attorney and their CPA to address each facet of their financial picture, including retirement planning/income strategies, tax considerations and estate and legacy strategies.

I have been in the financial services industry since 2006 and with Edward Jones since 2014. I became a limited partner with Edward Jones in 2018. Over the years, I have served in various leadership roles as including but not limited to field trainer and mentor.

I earned my bachelor's degree in business management with a concentration in finance from North Carolina State University, as well as a Master of Accountancy from the University of North Carolina - Wilmington. I hold my Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Examination) registrations. In addition, I earned the CRPC™ professional designation.

Originally from Jacksonville, NC, my wife, Brooke, and I have lived in Wilmington since 2008. We have two children, Peyton (4) and Mills (2). Currently, I serve as the co-chairman of Duck's Unlimited "Band the Billfish" Tournament and am on the New Hanover Community Foundation Board. I enjoy spending time with my family, boating and offshore fishing.

My branch office administrators, Amanda Schedler and Susanne Miller, have over 40 years of combined financial industry experience. They bring wisdom and integrity to our process and a sincere interest in your family's future. Their roles on our team are to handle all of the administrative matters for our office while making sure your experience as our client is exceptional.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Outdoor Enthusiast

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

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