I work to help individuals, families and business owners who are committed to building a strong financial future. I follow an established process that puts all the pieces of the puzzle together to help overcome obstacles and confront financial uncertainty. I am committed to knowing my clients, understanding the choices that are most important to them and helping empower them financially to live on their own terms. I take action to build investment strategies that fit my client's life goals.

I have been with Edward Jones since 2013 and I hold a PhD from the University of Virginia. I work with clients across the entire United States. My team includes Brenda Rich, a Senior Branch Office Administrator. Together, we strive to provide an ideal client experience where we partner with our clients over a lifetime to help them successfully reach their goals.

I live in Mauldin, South Carolina with my wife of 30-plus years. As a family, we enjoy traveling to new places around the world, and attending theater and musical events. I am passionate about my two hobbies: artistic painting and the martial arts. For over 40 years of training and teaching, both areas have strengthened in me the importance of being disciplined, goal-oriented and positive minded. Especially in my painting, I have learned to repair mistakes and how to start over.

Building a secure financial future for yourself and a legacy beyond your lifetime is complex, long-term work. Give me a call and we can start working together today.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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