As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2009, I began my Edward Jones career as a financial advisor in Selma, and then opened a new office in Smithfield in early 2014. Today, Edward Jones serves the Smithfield-Selma community from four convenient locations. I am active in many volunteer positions within Edward Jones, including training and mentoring other financial advisors.

I attended North Carolina State University and graduated in 2002 with a bachelor’s degree in business administration. I also earned the CFP® certification in 2019.

As an active member of the community, I am a board member of the Johnston Health Foundation, and I am a past president of the Triangle East Chamber of Commerce and Boys & Girls Club of Johnston County (now known as My Kids Club), and I served with the Selma Lions Club.

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 businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.