I work with individuals and families committed to their retirements, living comfortably and creating meaningful legacies by finding the right investments that fit their life’s goals.

In 2001, I joined Edward Jones and have developed client relationships across North Carolina and throughout the United States. I partner with Sarah Peninger, Senior Branch Office Administrator, who joined Edward Jones in 2003. She focuses on client relationships with an emphasis on providing the most efficient service.

We work to provide personalized service while offering professional guidance by following a disciplined process centered on understanding what is most important to you and why. Together, this partnership can help keep you on track through all life stages and market conditions.

Today, in addition to working with clients, I serve as the regional leader for 75 other branches in eastern North Carolina. In 2021, I received the invitation to become a principal with the firm.

I love endurance sports, having completed two dozen marathons and four Ironman competitions. While I never came in first in those races, I always crossed the finish line. That's still called winning.

My wife, Pamela, and I have been married for three decades. We have two adult children, Elizabeth and Sam. Sarah and her husband, Paul, have two young children, Erin and Max.

Those are our families. We are ready to meet you and yours.