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. 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 that you have more options when you retire, regardless of what you decide to do.

In 2001, I began my Edward Jones career as a financial advisor in Rock Hill. I became a limited partner with Edward Jones in January of 2015.

I attended the University of South Carolina and graduated with a BS degree in December of 1991. I hold the AAMS® designation from the College for Financial Planning. The AAMS® designation is awarded 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.

I am originally from the Washington, DC area and have lived in Rock Hill with my wife, Crystal, since 1992. We have two daughters, Cassie and Hailey.

I am the former president of Rock Hill's chapter of Business Network International (BNI) and I am the former president of the Bearcat Backers which is Rock Hill High School's athletic booster club.
My hobbies include sporting clays and making homemade wine.

Focus areas

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

My Personal Interests

  • Wine Collecting/Enthusiast
  • Traveling
  • Gardening
  • Hiking

Office Information

Office Address

135 East Main Street Suite 102 Rock Hill, SC 29730

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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