Our Work
My desire is to help my clients be good stewards of the money with which they have been temporarily entrusted and to help them leave a legacy beyond finances. I do this by listening and understanding what is important to them and using established processes to develop investment strategies geared toward their long-term goals.

Our Accolades
I began my Edward Jones career in 1994, became a limited partner in 1996, was named principal in 2009 and now rank as one of the top 1,200 financial advisors in the country.* I have qualified for 24 Managing Partner's Conferences recognizing the top 400 branch teams at Edward Jones. But, really, I'm most proud of how we've been able to help our clients over the years.

Our Clients
I serve clients who have a wide range of goals. My clients come to me through referrals as well as times of transition, such as retirement or inheritance. I enjoy the challenge of developing financial strategies to meet my client's needs along with other professions like my client's accountants and attorneys.

About Me
Outside the office, I mostly enjoy spending time with my wife and our three children. Together, we exercise, hike and bike to stay fit and healthy. I am an active member of Hickory Bible Church. One of my greatest passions is supporting at risk young men from our inner city through sports and community service.

*Barron's Magazine "America's Top 1,200 Financial Advisors, State by State", March 15, 2021. Barron's Top 1,200 criteria is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and more. The rating is not indicative of the financial advisor's future performance. Neither Edward Jones nor any of its financial advisors pays a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Co., L.P. For more information on ranking methodology, go to www.barrons.com.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Personal Fitness
  • Health & Nutrition
  • Active Lifestyle

Office Information

Office Address

307 2nd Street N E Hickory, NC 28601
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