After over than a decade of corporate finance experiences, I feel very fulfilled today helping my clients with their financial goals and what's important to them. I love that I get to get up every day to make a difference! My mission is to help people live their best lives, knowing that they have taken care of the things that are within their control.

With my passion for personal and professional growth, I have earned the AAMS® designation. I'm also supported by a team of research analysts, investment strategists and thousands of associates at our headquarters in St. Louis, MO.

At Edward Jones, our clients' best interests always come first. Once I understand your needs and hopes for your future, I use an established process to create a strategy to help you build, protect and distribute your assets in a tax-efficient way.

I grew up playing tennis and went to a high school in Australia when I was 16. I attained a full-ride tennis scholarship to go to a Division 1 college in Tennessee (UT Martin), and went on to earn my MBA at Cal State Fullerton. I'm thankful to my mom who signed me up for tennis when I was 6 because the sport itself has taught me about problem solving skills, being self-sufficient and striving to improve myself every day.

Faith and family are two important pillars in my life. I have two boys, Trey and Rhys — they are my biggest teachers and inspiration. I want to teach them to have the courage to chase their dreams. My family are parishioners of Prince of Peace church in Taylors, SC.

When it comes to investing, time is of the essence. Please contact me about your situation—where you are today and where you'd like to be, and what is keeping you up at night. It'd be my honor to get to know you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Tennis
  • Traveling
  • Cooking
  • Hiking

Office Information

Office Address

2438 Hudson Rd Greer, SC 29650

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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