I am a financial advisor with more than 15 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.

I started as an Edward Jones client while I was in the Navy. Once I was ready to enter a new career when my service was over, I decided to start a new financial services business from scratch at Edward Jones. I saw their values as well as their process to help clients and wanted to share that knowledge. After 15 years, I have helped clients plan and fund their retirement lifestyle, educate and prepare their children and grandchildren, and develop a plan to protect the ones they love. In addition, we have assisted business owners provide benefits to their employees, retain talent and develop an exit strategy from their business for retirement.

I graduated with honors from the US Naval Academy in 2004. I became a limited partner with Edward Jones in 2014. I became a CFP® in 2019. I am also an Eagle Scout.

My wife, Karen, and I have three daughters. We live in Concord, NC. I have been active in business and civic affairs in Concord for many years. I have also been a member of Rotary for 15 years and contribute to a variety of causes including the Boys and Girls Club, Partners in Learning and Cabarrus Victims Assistance Network.

In my free time, I enjoy hiking and camping in the great outdoors and watching college football.

My Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

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