I began my career as a financial advisor at Edward Jones in Clayton, NC, in 2000. I grew up in Dayton, OH, and served in the Ohio Army National Guard from 1984-1988 while attending college at Bowling Green State University. I transitioned into the Air Force Reserve in 1988 and served five years in the AF, including three years at Ramstein AFB Germany. I hold a Series 7 securities license as well as Series 63 and Series 66 State securities registrations, and NC Life/Health Insurance and LTC licenses. I also earned both the AAMS™ and the ADPA™ professional designations.

Our client experience process begins with an in-depth information gathering consultation appointment where we discuss retirement goals, current financial holdings, income resources, timelines and more to better understand a client's family and financial situation, as well as other unique circumstances that might affect their financial future. I then develop a detailed personalized financial strategy for the client to start implementing as they begin working toward their long-term financial goals. We work with a select group of age 50-plus clients, and provide comprehensive, coordinated advice and guidance related to major financial decisions such as retirement timing, retirement cash-flow planning, business exit planning, Social Security/Medicare filing, asset consolidation and life insurance/disability planning.

We also coach our clients as they transition through major life events such as retirement, divorce, death of a parent/spouse, job loss, second marriage and disability/incapacity issues. I have a branch team of two full-time branch personnel who take care of all details related to paperwork/scheduling/customer service activities to serve and support our clients!

Since 2019, I have served as the North Carolina Chair of the Edward Jones Grassroots Task Force, which is a securities industry advocacy group that serves as a constituent resource for our elected officials and their staff to ensure they are well informed on how legislative issues impact clients and the firm. I also serve as a financial advisor coach and mentor.

Outside of work, I dedicate my time and resources to planning various home improvement projects, spending time with my family and friends, cooking, reading and travelling. I've been married for 31 years and have two grown daughters.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Cooking
  • Home Improvement
  • Landscape Design

Office Information

Mailing Address

Po Box 1755 Clayton, NC 27528

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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