Hello, and thanks for visiting my site. I am a Lincoln County native and I have been with Edward Jones since 2002.

My wife and I have four children, six grandchildren and are proud to call Lincolnton home.

As an Edward Jones financial advisor, I want to understand what is important to the families I work with, and not just their financial life. I want to learn about their values, hopes and dreams for the future. Once I understand what is important, I use an established process to build personalized strategies to help clients achieve their goals. We then partner together throughout life in order to stay on track. Often times the above is done while working closely with a family's CPA, attorney or other professionals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

I would like to provide answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.