As an Edward Jones financial advisor, I believe it's important for me to truly understand who you are and what you're working towards before you invest your money. 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, our branch team is dedicated to providing you top-notch client service based on open conversations and real transparency.

But we’re not alone. We also have access to thousands of home office staff as well as advanced technology so we can help ensure you receive the most current and complete guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to assist you in achieving your financial goals.

Before starting at Edward Jones, I was raised in Winston-Salem, NC and graduated with a BA in economics from UNC - Chapel Hill. I spent time working for a consulting group in Melbourne, Australia, and have always enjoyed travelling and soaking in other cultures. I love spending time with my girlfriend, friends and neighbors in Charlotte, and outside of work you may find me running (slowly), walking dogs (just fosters, for now), playing golf or enjoying the ever-growing number of restaurants in the area. I believe most people who meet me personally will say that I’m a very transparent person, and I feel that this carries over entirely into my job as a financial advisor and makes me particularly effective. I hope to be able to share this with you in the future!

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Real Estate
  • Traveling

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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