I came to Edward Jones in 2004 after a 20-year career in psychiatric healthcare. Initially, my healthcare career was more clinical and, as time passed, became more management and business focused. During this time, I earned an MBA, enhancing my interests in investing.

The opportunity to partner with clients to realize their long-term financial goals is our purpose. I help clients of all ages and life stages; those beginning their work and investing careers through those living off their investments and planning the transfer of their wealth to the next generation.

My wife, Donna, and I were married in 1984 and have two children, Sarah and Sam, who are both Edward Jones financial advisors in Charleston, South Carolina and Greenville, South Carolina, respectively. Donna is a retired schoolteacher and we are parishioners of St. Andrew Catholic Church. I am a Rotarian, Assistant Scoutmaster of Troop 235 and chair of the St. Andrew Catholic Church Finance Council.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities

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 Closed
Sun Closed

Branch Team

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