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, 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.

We focus on providing comprehensive wealth strategies that involves more than just investment guidance. We welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection and transfer strategies.

We serve a select group of high net worth families, individuals and businesses who, among other things, aspire to a work-optional lifestyle. 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® practitioner. 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

Request an Appointment

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