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Planning your financial future? Our Starting Point tool can help you take the first steps.
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As your Edward Jones branch team, we believe it’s important to invest our time into understanding what you’re working towards before you invest your money. Working closely with you, 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 so that you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies.
As I've enjoyed working with a variety of clients over the years, I have made the most impact with small business owners, divorces/equitable distributions and executives at local companies. In order to better serve my clients, I earned the AAMS™ designation.
I enjoy being an integral part of the community and am involved with several organizations that aim to better our community and the welfare of its families.
My family has lived in the city of High Point for over 30 years, and we look forward to decades ahead. My wife, Leah, is a nurse at Wake Forest Baptist and we have our golden retriever puppy, Boone, and our 10-month-old Son, Weston.
I would like to help provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Boards and Volunteer Roles:
- Forward High Point Board of Directors and Committee Chair
- Grubb YMCA Board
- Salvation Army Advisory Board
- United Way Board of Directors
- High Point Young Professionals Committee
- High Point Rotary Club Member
- Baptist Children's Home
- Downtown Event Task Force Committee
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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