I have been a financial advisor with Edward Jones since 2013. Prior to joining the firm, I worked extensively in the sports medicine field.
I am passionate about the relationships that I develop with my clients. I strive to meet clients on their terms and to add value to their lives. I truly care about how my work impacts their financial independence.
Using an established process, I build personalized financial strategies for my clients that are designed to attain meaningful outcomes and achieve their unique goals. I take the time to ask critical questions and listen intently so that I can develop a true sense of my clients’ needs, goals and desires. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients, helping them make any necessary changes throughout their lifetimes to keep them on track. I regularly collaborate with CPAs, attorneys and other professionals, always keeping client information confidential.
I am proud to serve my clients, whose goals include growing wealth to saving for education expenses to planning and thriving in retirement. I regularly work with multi-generational families to develop strategies of wealth transfer. I focus on small business owners with whom I create strategies for business succession, asset growth and tax reduction.
Outside of my role with Edward Jones, I stay active with my family and church community. My wife, Jodi, and I have three daughters. In my free time, I enjoy traveling, watching western movies, skeet shooting, listening to classic rock and spending time with my family and friends.
My Personal Interests
Office Address115 Oakdale Dr Suite 4
Hillsborough, NC 27278
|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|
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