I began my career as a financial advisor with Edward Jones in 2017. I've built my practice by partnering with individuals, families and business owners, and truly getting to know them, so I can understand what is important to them. I see my relationships with my clients as partnerships that we will build and grow for their entire lives.

By educating, encouraging and empowering my clients, they are able to make financial decisions with confidence. I'm inspired every single day by the people I'm so lucky to work with and meet. I strive each day to provide an ideal client experience and am grateful for the opportunity to do so.

I am originally from Plant City, FL, home of the strawberry capital of the world. I am a graduate of the University of Central Florida (Go Knights!) with a bachelor's degree in finance and a certificate in investment management. In order to serve my clients better, I have earned my CERTIFIED FINANCIAL PLANNER™ designation in conjunction with Wake Forest University's School of Business. I also hold the Accredited Asset Management Specialist™ designation and FINRA's Series 66 and Series 7 securities registrations.

Locally, I serve on the board of the Mount Holly Rotary Club and enjoy membership in the Financial Planning Association (FPA) of Charlotte, the Charlotte City Club, Myers Park United Methodist Church, High Meadows Golf & Country Club and the Charlotte UCF Alumni Club.

Personally, I live in the Eastover neighborhood of Charlotte, NC, with my wife, Katherine. We enjoy spending time with family and friends, golf, pickleball, traveling, hiking and watching UCF and NC State athletics.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Fishing
  • History and Museums
  • Hiking
  • Tennis
  • Traveling

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
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
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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