As a financial advisor, I aim to help eliminate the stress that investing and money can often bring to a family or individual, to co-create attainable goals using personalized solutions, to manage your comfort with risk and to jointly and positively impact the community around us - personally, locally and globally.

I believe it’s important to invest my time in understanding what goals you are working toward before your money is invested. I also believe knowledge is power and do my best to fully explain the seemingly complicated investment world, specific investments and the costs of investing.

By getting to know each other, and ultimately what is most important to you, we can then partner together to help determine the most appropriate strategies for you, your family and/or your business.

Hailing from Fort Wayne, IN, I received my Bachelor of Science degree from Indiana University and then my Master of Arts from the University of North Carolina at Chapel Hill.

I am actively engaged in my community, currently serving as the board development committee chair on the advisory board for the Durham Y and on the board of directors for the Downtown Durham Rotary Club. I have also served as a board member at the LGBTQ Center of Durham, a member of the Community Engagement Committee for the UNC Lineberger Comprehensive Cancer Center and a member of the EarthShare North Carolina Earth Day Committee.

In addition to my community service work, I voluntarily serve on my Edward Jones Regional Leadership Team, helping to train financial advisors across my market and the firm. I have a strong belief in serving and helping others.

My wife, Amanda, and I have three young children who keep us quite entertained and challenged. My hobbies include being outdoors in hiking shoes or a tent, grilling and cooking, sailing, playing sports, live music at intimate local venues and spending time with family.

Focus areas

  • LGBT Finances
  • Socially Conscious Investing
  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Community Outreach
  • Traveling
  • Sports Enthusiast
  • Camping
  • Sailing

Office Information

Office Address

404 Hunt St Suite 130 Durham, NC 27701

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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