As a financial advisor, I partner with small business owners and individuals who face growing financial responsibilities and help them overcome complexity and build financial strategies designed to help them achieve their life’s goals.
I graduated from the Bryan School of Business at UNC Greensboro with a BS in business administration. Prior to Edward Jones, I spent a decade in banking, mostly in branch management and lending. The aspects of those roles I enjoyed most led me to becoming a financial advisor and contributed to my passion in serving investors, families and businesses in my community.
At our office, my Branch Office Administrator, Cindy, and I take time getting to know what's most important to our clients. Then, using an established process, I'll develop unique strategies and partner with you long term to help you 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 live in Winston-Salem 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 spending most weekends cycling. It is activities like these that have taught me the importance of being goal-oriented, dedicated and curious.
I look forward to working with your family or business to help you accomplish what's most important to you. Please give us a call at (336) 766-0793 or email [email protected].
- Business Retirement Plans
- Divorce Finances
- College Savings
- Wealth Strategies
- New Investors
My Personal Interests
- Active Lifestyle
- Spending Time with Family