For over 25 years, I have worked serving clients as an Edward Jones financial advisor. Prior to joining the firm, I taught school in Tennessee, North Carolina and Virginia for 17 years. After a period of time as a private business owner, I returned to North Carolina in 1987 as a financial planner. I joined Edward Jones in 1992.

After receiving a bachelor's degree from Carson Newman College and a master's degree from North Texas State University, I received my CFP® and AAMS® certifications from the College for Financial Planning in Denver, CO.

Being involved in our community is a priority of mine, and I serve as a member of the Smithfield Chamber of Commerce, the Smithfield Kiwanis and White Memorial Presbyterian Church in Raleigh. I am active in church leadership as a Sunday school leader and member of the choir.

My wife, Margaret, and I have been married for over 50 years. We have two daughters, four grandsons and two granddaughters.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Football
  • Music
  • Sports Enthusiast
  • Spending Time with Family
  • Traveling

Office Information

Mailing Address

Po Box 758 Smithfield, NC 27577

Office Hours

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

Branch Team

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