I work to help successful families and individual investors overwhelmed with investment options live financial lives on their terms using strategies tailored to your situation.

I have been with Edward Jones since 2013, earned a BS from the University of North Carolina at Chapel Hill and hold the Certified Financial Planner™ (CFP®) designation*. My father, a fellow financial advisor approaching his 38th year, instilled in me the discipline of being a consistent saver and investor as far back as I can remember.

I live in downtown Washington where I enjoy spending time with my two siblings, parents and as much as possible, boating on the Pamlico river. Riding horses at an early age taught me the importance of being dedicated, focused and a good communicator. I still ride horses today and thankfully, have figured out how to spend more time in the saddle than on the ground.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Horseback Riding
  • Reading
  • Spending Time with Family
  • Traveling
  • Cycling

Office Information

Office Address

1296 John Small Ave Washington, NC 27889

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 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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