Money is not easy to come by, and building wealth is no easy task. It takes hard work, commitment and dedication. My primary focus is to help you build and protect the wealth you've worked hard for, no matter what it looks like or how much you have. I consider myself fortunate to have been born and raised in Robeson County. Now, I'm able to positively impact neighbors in my own hometown. Growing up in a middle class, hardworking family has impacted my attitude toward money. I was raised to understand the value of a dollar, as well as the importance of saving and having a strong work ethic.

My process is consistent. At Edward Jones, we have an established process in place to help you achieve your goals. During our initial meeting, my goal is to build a personal relationship with you. You'll share what your goals and dreams are. I believe it's important to invest my time in understanding what you're working toward before I provide any recommendations. It's also important to understand the level of risk you're comfortable accepting with your investments so we can balance it with the steps necessary to reach your long-term goals. I'll then do my due diligence to refine your plan and build personalized strategies to help you achieve your goals. During our follow-up meeting, I'll share if you're on track to meet your goals based on what you currently have in place. If you're not on track, I'll provide advice to help get you there. We'll partner together throughout your life to keep you on track.

On a personal note, I enjoy animals, traveling, tennis, fishing and simply spending time with family and friends. I enjoy having an active role in the community, which currently includes the Lumberton Area Chamber of Commerce. I'm also a member of Kiwanis of Robeson-Lumberton and Young Professionals of Robeson County.

Give me a call. I would love the opportunity to provide you with an ideal, personalized client experience.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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