My first taste of business came at 11 years old. I took over my sister's paper route in Spencerport, NY - my hometown. Every paper had to be meticulously placed at each customer’s desired location. I handed out invoices and retrieved payment. I learned that exceeding expectations requires trust, attention to detail and knowing the needs of my clients. I experienced that it leads to loyal customers, mutually thriving relationships and to my delight, a tip!

My dad was a teacher. We lived modestly in a home he built. My parents had a strict monthly budget with envelopes of cash in the kitchen drawer. School shopping meant going to Kmart to buy four white stripe McGregors (Adidas knockoffs). I realized that delivering newspapers was my ticket to the real Adidas Samba Classics! My first pair made me feel like a million bucks... Mostly because I'd made a goal for myself, mapped out a plan and brought it to fruition.

Today with Edward Jones, I use these same street smarts to help determine the most appropriate financial strategy for your family. Life is full of transitions... Getting married, having a baby, buying a home, new job, and eventually... Retirement! There comes a time when navigating the forever-changing financial landscape is too important to do on your own.

Let’s work side by side to achieve your goals. My process consists of four parts - I help you organize, build, protect and transfer your wealth.

I live in Charlotte with my wife, Katy, and three children, Waverly, Jon Bishop and Smith. Katy works part time at the St. Jude Clinic and a local non-profit, Camp CARE (Cancer Ain’t Really the End). I've been active with the Big Brother program for 12 years. I've won two 42-inch TVs playing cornhole and was once held at gunpoint at the Cotswold Chick-fil-a. When not in the office, you’ll find me on the basketball court, eating donuts with my kids, leading an F3 workout or listening to sports or financial podcasts.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Culinary Arts
  • Board Games
  • Coaching Sports
  • Basketball

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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