As a financial advisor with Edward Jones, I use an established process to help clients organize, grow and protect their financial lives.

I begin by understanding what is most important to you and then work to develop personalized financial strategies to help you achieve your goals. I continue to partner with you throughout the various stages of your financial life to help ensure that you stay on track, despite life's curveballs.

Whether you are a working professional with a growing family, quickly approaching retirement or already living out your retirement dreams, my process focuses on you. I place an emphasis on client education and transparency by utilizing a straightforward approach that my clients appreciate and understand. By educating, encouraging and empowering my clients, they are able to make smart, well-formed financial decisions with confidence.

I am a graduate of Ohio Dominican University, where I also earned my Masters of Business Administration. I began my career as a financial analyst for the Air Force Material Command, where I grew to love finding strategic solutions to important financial matters. It was ultimately my love for implementing financial solutions and my passion for people that brought me to Edward Jones.

On a personal note, my wife and I live in Charlotte, NC with our son and daughter, where we enjoy exploring the outdoors, traveling and getting involved in the community. I am a proud member of Kiwanis Uptown Charlotte and I currently have the pleasure of serving on the marketing committee for Classroom Central, a local non-profit organization.

My Personal Interests

  • Fishing
  • Spending Time with Family
  • Golfing
  • Social Responsibility
  • Traveling

Office Information

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 - 05:00PM
Sat Closed
Sun Closed

Branch Team

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