As an Edward Jones financial advisor, I am a strong believer in supporting small businesses. I was born and raised in a family-owned business here in Catawba County. Not only did my family build their business here in town, but it is also where I grew up as a child, so it only felt right to establish my practice in the heart of Newton as well!

I was born and raised in Newton, NC and reside in Hickory with my wife, Shauna. In my free time, I enjoy spending time on the lake, traveling and mountain biking.

My primary focus is working with corporate pilots, freight executives and medical professionals.

Some common problems that our clients encounter include:

- Hefty Tax Bills
- Retirement Transition Planning
- Estate Tax Issues

Often times, our clients can feel like they have to manage these issues on their own and are left in the dark on what the best options are. You are not alone! Over the years, I've built a network of professionals with whom I consult to make sure your needs are met. From CPAs who work closely with this niche market to estate attorneys who understand and are experts in the industry, you can count on me to have your back and work with you and your professional team to make sure your bases are covered.

I enjoy working with corporate pilots, freight executives and medical professionals because I find that our personal interests and passions often align. Through meaningful relationships with families we are well-suited for, we've developed and refined our process to help put all the pieces of the puzzle together to organize, build and protect your wealth, while providing you the most exceptional client service.

I graduated with a business management degree from Appalachian State University. I am also a current CFP® professional. I take a holistic, personalized approach to providing strategies which bring all the pieces of your financial life together. I put your best interests first, so I can provide you confidence today and help provide a secure tomorrow.

Focus areas

  • Intergenerational Planning
  • Charitable Giving
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Mountain Biking
  • Camping

Office Information

Office Hours

Office Hours
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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