As a goal-loving person with an affinity for numbers, I’ve always sought ways to use my interests to make a difference. And of all the opportunities I’ve had to combine them, being an Edward Jones financial advisor—partnering with clients on the path to making their visions a reality—is by far the most rewarding.

Many who knew me as a teenager predicted my path would lead to finance, but after earning my bachelor’s degree in math sciences from the University of North Carolina-Chapel Hill (UNC) I took a slightly different path. I pursued a career in information technology, holding several positions, mostly at UNC, over a 12-year period.

By 2012 however, I realized I craved more personally fulfilling work, as well as a more entrepreneurial setting. I enrolled in Duke University’s Executive Certificate in Financial Planning; after completing it, and additional training, I began my career at Edward Jones in 2014. I later earned CFP® and ChFC® professional designations, as well as life, health and long-term care insurance licenses.

Today, my first priority is to listen well, and to get an understanding of your priorities and vision for your, and/or your family’s, future—and that is just the start. I’m proud to help provide well-researched guidance, backed by our extensive team and technology, that can help you prepare for retirement, children's education and other short- and long-term goals. I’ll work closely and collaboratively with you, as well as other trusted advisors like your attorney and accountant, every step of the way.

I’m a native of the Triangle area and avid UNC fan, and have long been active in local business and civic affairs. I am an Alzheimer’s Association supporter and a member of the Exchange Club of Greater Durham, whose Brews & Blues fundraiser helps raise money for charitable efforts in our area.

I and my team look forward to providing you with extraordinary service and hope you will call to schedule a time when we can discuss your needs.

Focus areas

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

My Personal Interests

  • Traveling
  • Reading
  • Hiking
  • Skiing
  • Scuba Diving

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

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More