I grew up seeing my grandfather and father building relationships with their customers in the family furniture business. From them, I first learned to listen and learn what's important to people. I love working and Edward Jones because it allows me to serve my clients and help them reach their financial goals and have a good work life balance.

My wife is from Rio de Janeiro Brazil, she and my two kids speak English and Portuguese, I understand enough to know when I'm being discussed but I'm not fluent. We live in Mauldin, SC and are active members of Brookwood Church in Simpsonville and I am a member of the Mauldin Chamber of Commerce. I was raised in Hartsville, South Carolina and attended college at a small Division III school in Indiana where I played football. After college, I worked in the family business for 19 years.

I love meeting new people, hearing their individual stories and striving to understand their unique circumstances and backgrounds. It's important to me to have a genuine impact in the lives of others in my community through servant-hearted, personal guidance designed to help every client reach and maintain any individual household and/or business financial goals. Through intentional listening, passionate caring and serving, I desire to help implement the most appropriate financial strategy for each client and their families and/or business.

- Retirement Planning
- Estate Considerations
- 401(K) Options
- Annuity Services
- Life Insurance
- Long-term Care Protection
- Tax-efficient Investment Strategies
- General Investing
- Business Retirement Plans

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • College Savings

Office Information

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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