As an Edward Jones financial advisor, I believe it is important to invest time to understand more than just your financial goals. Whether saving for retirement, saving for education, reducing taxes or leaving a legacy, it is important to understand the full picture, including collaborating with clients’ estate attorney and CPA, before developing a personalized strategy to accelerate achieving those goals.

I am a retired lieutenant colonel in the United States Marine Corps Reserve and have 20 years of experience in corporate America. I spent the majority of that time in finance doing mergers and acquisitions. I transitioned to Edward Jones because I enjoy working directly with clients, serving their needs.

I attended Villanova University on a scholarship and graduated with a bachelor’s degree in finance.

My family and I have lived in Matthews since 1995. I am recently married; my wife, Pam, and I have four children and a grandchild.

My community involvement includes being an active member of Matthew's Rotary; Mount Moriah Child Development Center Board member; and past president of the Matthews Chamber of Commerce.

My senior branch office administrator, Diana Gautreaux, has over 13 years of experience at Edward Jones and is dedicated to providing you with the highest level of service. Please do not hesitate to call her with questions concerning your statement, online access, tax forms or your account in general. She is extremely competent and very responsive.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Domestic Partner Finances
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Active Lifestyle
  • Cooking
  • Health & Nutrition
  • Personal Fitness
  • Traveling

Office Information

Office Hours

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

Branch Team

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