I began my career as a financial advisor with Edward Jones in 2002 and earned my CFP® designation in 2009. Since that time, my main priority has always been to effectively connect with my clients to find out what their short- and long-term goals are, as well as any other specific objectives they may have. It has been incredibly rewarding to partner with my clients, see their goals come to fruition and to build meaningful, long-lasting relationships with them.

During my 20-plus years with Edward Jones, I am proud to say I've helped my clients through all stages of life, from the difficult and trying times to celebrating exciting milestones and accomplishments. I consider it a privilege to guide them towards their goals and I consistently work to maintain their utmost trust and confidence in my abilities.

My clients range from young professionals initially beginning their retirement savings to experienced clients who like to have a more hands-on approach with their investments. I've had great success partnering with small businesses and setting up their retirement plans, assisting clients who have more complex unique goals and helping advise families with estate considerations.

Edward Jones offers the utmost client-focused customer service and is committed to doing what is in the best interest of their clients. We want our clients to feel taken care of, secure, knowledgeable and informed.

I have lived in Raleigh for over 30 years. I earned my BS in computer sciences from the Engineering School at NC State University and am an active member of Wolfpack Club. Prior to becoming a financial advisor, I worked as a programmer/software engineer. I grew up in Alexandria, VA, where I met and eventually married my high school sweetheart. My wife, Susie, and I have two very active boys, Lucas and Russ, and our family dog. I'm regularly involved in coaching their sports teams and enjoy all things outdoors, especially boating, fishing and spending time with my family.

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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