We serve serious, long-term investors of all ages and levels of financial literacy. The financial world can be confusing at times, and a mistake can be extremely costly. We have built our practice in part by making the complex seem simple and helping the worried become confident. We'll work together to build a personalized strategy that fits your comfort with risk and shows you how attainable your biggest goals actually are.

When you talk with us, one of the first things we'll ask is, "What's most important to you?". The answer that we hear is never exactly the same; this is one of the things that makes each individual and family unique. We're passionate about helping people be successful; that's what we're here to do.

Our practice is located in my hometown – where I was born, raised, met my wife, and am raising my own family. My biggest joy is our 1-year old daughter, Charlotte; most of my time away from work is spent with her.

At the office, thankfully I'm not alone – Edward Jones has thousands of people and advanced technology supporting us so that my branch office administrator, Lisa, and I can focus on you.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving
  • Insurance & Annuities
  • College Savings

Office Information

Office Address

202 S Main St Suite K Graham, NC 27253

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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