At our Edward Jones office, we want to partner with families and small businesses to truly understand their situations and create positive outcomes.

I grew up in Winston-Salem, NC. When I was younger, I thought I would be in something more creative, like branding or product development. Like a lot of people, it took just going to work to find my fit.

After business school, I spent nearly 10 years in banking with most of it in branch management and lending. I feel the aspects of those roles I enjoyed most led me to Edward Jones. For the most part, I enjoyed lending. However, the appointments I was privy to with my investment and private wealth partners always left me curious. So, I made the move after several years thinking about it. At Edward Jones, I partner with an almost 100-year-old privately owned company to serve serious long-term investors.

At our office, Cindy and I take the time getting to know what's most important to our clients. Then, using an established process, we'll develop unique strategies and partner with you long term to stay on track. Edward Jones has great research and technology, and our office is relaxed which makes it easier to focus on those we serve. I'm generally working to solve for and protect goals like retirement, college funding, wealth transfer and employee benefits.

I still live in Winston with my wife, Jessica, our son, our very loyal dog and two cats that I didn't ask for but have managed to fit in well. I love being outdoors, grilling and cycling. Basically, I want to make the most of each day and I want to help others do the same. I truly believe a little bit of planning can go a long way.

I look forward to working with your family or business to help accomplish what's most important to you. Please give us a call at (336) 766-0793 or email [email protected].

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • College Savings
  • Wealth Strategies
  • New Investors

My Personal Interests

  • Active Lifestyle
  • Cycling
  • Spending Time with Family

Office Information

Office Address

2255 Lewisville Clemmons Road Suite A Clemmons, NC 27012

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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