As an Edward Jones financial advisor, I believe it's important to understand what's most important to our clients, use our established process to build personalized goals and strategies, and partner with clients to keep them on track.

In early 2006, I was hired by Edward Jones and entered the firm's renowned training program, relocated our family to nearby Holly Springs and now serve goal-oriented clients across the Triangle, and across the country, from our branch office in Cary.

With a bachelor's degree in marketing from Indiana University of Pennsylvania in 1987, I embarked on an 18-year journey in advertising as a national accounts director. Burned out and tired of relocating, I opted for a long-term hometown for our family and a career with more independence, autonomy and opportunities to engage and serve families and business owners.

AAMS® certification was earned in 2008, I became a limited partner with Edward Jones in 2011 and I earned my CFP® designation in 2012 so that I can better serve my clients and their families.

I'm currently serving the firm through my roles as a level leader, and I routinely host and mentor new financial advisors via our Legacy and Goodknight programs. Community involvement includes being an active member of the Holly Springs Rotary Club, chair of the Holly Springs Half Marathon (501c3), marketing chair of the Holly Springs Half Marathon and part-owner/marketing manager of the Pace Yourself Run Co. in Holly Springs.

My wife and I live in nearby Holly Springs and have three teenage children. I enjoy running, golf and vacationing with the family, and I am a fan of UNC and my hometown Pittsburgh Steelers, Penguins and Pirates.

Our Senior Branch Office Administrator, Janet Rodwell, has partnered with me since 2010 and is dedicated to providing our clients with the highest level of service possible.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Running
  • Personal Fitness
  • Golfing
  • Volunteering

Office Information

Office Hours

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

Branch Team

Email Me

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