As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re 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 you have more options when you retire, regardless of what you decide to do.

In 1985, I began my Edward Jones career as a financial advisor in Rock Hill, SC. Today, Edward Jones serves the community from 11 convenient locations. I became a limited partner with Edward Jones in 1993. In addition, I was named a principal with the firm in 2004. In 2017, I qualified to attend the Edward Jones annual Managing Partner’s Conference, an honor reserved for the firm’s top 350 financial advisors. This was my fourth year as a qualifier.

I earned a bachelor’s degree in agricultural economics from the University of Missouri in Columbia. In addition, I received the AAMS® professional designation in 2002. The College for Financial Planning awards the AAMS® designation 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 have lived in York County, SC since 1987.

I have been active in business and civic affairs in Rock Hill for many years. I also am a member of Rock Hill Rotary and a volunteer with the Gideon's and Westminster Ministries Foundation.

My senior branch office administrator, Kerri Howley, has worked with me since 2008 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. She also supports the community by being involved in Walk to End Alzheimer's and the Oakdale Volunteer Fire Department Auxiliary.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

My Personal Interests

  • Farming
  • News & Media
  • Outdoor Enthusiast
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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