As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working toward before you invest your money. The financial world can sometime seem like foreign territory. I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
In order to make any recommendations, I want to understand what is important to you. With that information we use an established process to build personalized strategies to help you achieve your goals. We then partner together for the rest of your life to help keep you on track.
My branch team and I are focused on you and your needs. However, we're not alone - the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Originally from Albuquerque, NM, I have lived in Raleigh since 1974. As a member of this community, I have a passion for child abuse prevention and serve as a board member of the West Raleigh Exchange Club. My family and I are active members of Cary Presbyterian Church, we volunteer with the American Diabetes Association, and support the Alzheimer's Association. However, my most gratifying and sometimes challenging role is that of a family man. My wife, Susan, and I live in Raleigh with our two daughters and one son.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Retirement Income Strategies
My Personal Interests
- Art & Theater
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