As an Edward Jones financial advisor, I began my career in 2007 with our firm. I founded my office in Huntersville, NC where I partner with each family as their primary financial advisor. My role with each family is to understand their most important financial and life goals, develop personalized strategies and throughout their lifetime, monitor and help keep them on track to achieve their goals. Through complete wealth management strategies, constant communication and a devotion to continued learning, our branch is honored to be able to partner with many families locally and around the nation.

I have earned the CERTIFIED FINANCIAL PLANNER™ certification. Nita, my branch team partner, qualified for the firm's Branch Office Administrators Managing Partners Award in 2019, which is awarded for our branch's high level of service.

My wife, Beth, and I have lived in the greater Huntersville area for most of our lives. We have four children: Griffin (2012) and our triplets Hayden, Holden and Lilly Blake (2017). We attend Mt. Zion United Methodist Church, where I currently serve on the board of finance. We are huge fans of the Panthers, but are a house divided around the Blue Devils and the Tar Heels. We are annual supporters of the National Breast Cancer Foundation, the Alzheimer's Foundation and the Juvenile Diabetes Research Foundation.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Insurance & Annuities
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Sports Enthusiast
  • Movies & Entertainment
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat Closed
Sun Closed

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