My objective is to focus on understanding my clients' unique personal values and financial needs in order to create and deliver customized financial solutions. Whether it's retiring comfortably, caring for your family, growing your business or giving to causes you care about – I will work hard to fully understand your situation. Next, I will create a personalized strategy that fits your needs. Then, we will partner together over the long term to help keep you on track to achieve your goals.

A life-changing event brought me to Edward Jones. In early 2022, my family lost my father, and I spent weeks with my mother sorting through paperwork, completing life insurance claims and helping build her financial acumen as a newcomer to dealing with finances. My father had left his bride with a secure but complex financial situation that took time to unravel and explain to my mother. As I helped my mother complete forms, figure out her expected income and plan for a different future, I realized the need for expert help when sorting out the most private and, at the same time, complicated aspects of our lives.

Personally, I have been in the Triangle since 1999 when I arrived at NC State. When not helping clients, or running tech for our church, my wife and I and our family of three kids enjoys going to the lake, fishing, golf, playing music, watching 'Canes games, Jeep excursions and attending some of the different community events in the Apex and Triangle Research Park area.

I'm a proud member of the Apex Sunshine Rotary Club and enjoy volunteering at events like Peak City Pig Fest and Triangle Oktoberfest so that we can give tens of thousands of dollars away to deserving local and regional charities.

If you are looking for a financial advisor in Raleigh, Apex, Cary, the rest of North Carolina or virtually across the U.S. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling, and one-on-one relationships.

Call or email today to schedule your appointment if you want to learn more!

My Focus Areas:
401(k) Options | Business Retirement Plans |College Education | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Mutual Funds | Portfolio Review | Portfolio Strategies | Strategic Planning | Retirement Planning | Wealth Preservation Strategies

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Fishing
  • Music
  • Sports Enthusiast
  • Sailing
  • Board Games

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing
Email Me

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