As an Edward Jones financial advisor, what is most important to me is understanding what matters most to you. In order to provide a comprehensive financial service, I collaborate with your CPA, attorney and other trusted professionals to create the most optimal solution to help you achieve your short- and long-term financial goals. I understand that my clients are often busy and strive to simplify this critical part of life.

Native to Apex, NC, I graduated from UNC at Chapel Hill with a bachelor's degree in chemistry and from Duke University with a PhD in biochemistry. I worked at international law firms as a registered patent agent before shifting careers to pursue my passion for finance, becoming a financial advisor at Edward Jones in 2017. To continue to offer my clients more value, I’ve pursued additional training, earning the CFP® certification and AAMS™ designation, General Securities Representatives (Series 7) and Uniform Combined State Law Examination (Series 66).

When not in the office, I enjoy spending time with my wife and three kids, watching and playing soccer (Liverpool FC) and tennis, and being active in my church and community. I have served in various leadership positions at my church and within the company at Edward Jones.

I welcome the opportunity to sit down with you to understand your vision and your dreams. We will partner together to create a personalized strategy focused on helping you achieve your financial goals and build your legacy.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Divorce Finances
  • College Savings

My Personal Interests

  • Community Outreach
  • Tennis
  • Fishing
  • Soccer
  • Car Restoration

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 06:30PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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