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
WeekdayAvailability
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

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need 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 quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More