At 22 years old, I was a brand new Army platoon leader at Fort Campbell, KY. The key pillars that my job was predicated on involved consistently evaluating ways to improve the morale, welfare, and readiness of the soldiers in my platoon. My plate was full and everyday felt like I was "drinking from a firehouse."

I remember it like it was yesterday, a senior leader told me something I will never forget. "Make sure you focus on ensuring soldiers and their families are financially fit because if they aren't, they will be distracted. In this profession, no one can afford to be distracted. Make their well-being a priority. Never forget what is most important."

Since then, I've traded in my uniform for a suit, but that advice was the foundation I led from in the Army and now instrumental for the work I do everyday for my clients.

Whether you are starting out, settling down, entering retirement or enjoying retirement, my process focuses on you. During every conversation, I am an active listener, to ensure I have a deep understanding of what is most important to you. This enables us to work together as a team to build an in-depth holistic plan, centered around your needs and goals.

My professional success is defined by my ability to create your trust through open communication, transparency and honesty, while focusing on achieving your financial goals. On the flip side, I measure my personal success by my involvement in my daughter, Joelle's life, being a caring friend and a genuine person.

I am a resident of NoDa in Charlotte. In my free time, I enjoy taking Joelle to the local park and playing together with our two pugs, Ellie and Peaches. I am passionate about constantly focusing on improving my physical and mental well-being through exercise and reading. My hobbies include playing golf, relaxing with friends at local breweries and cheering on the Colorado Avalanche and Las Vegas Raiders.

I am supported by my Branch Office Administrator, Jenna — who places an emphasis on providing proactive and exceptional client service. Jenna has been with Edward Jones since 2017 and has made an extraordinary impact to our team.

Focus areas

  • Retirement Income Strategies
  • Divorce Finances
  • Wealth Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Golfing
  • Hockey
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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