As a financial advisor, I take my role very seriously in partnering with my clients and their families to help them organize, build, protect and transfer their wealth by finding the right investments and strategies that fit their goals.

I decided I wanted to pursue this career while I was attending Presbyterian College, where I double majored in economics and business management. What drove me to Edward Jones was the focus on putting clients first, and the business model of a one-on-one personal relationship. This is important to me because I believe that without knowing your client's goals and comfort with risk, it is impossible to be the most effective financial advisor I can be for them and their family.

My branch office administrator, Nicki Simpson, and I are dedicated to knowing as much as we can about our clients' financial lives, and we strive to provide the highest level of customer service while doing so.

Our mission is simple – to make a difference in the lives of people by deeply serving our clients, their families and our community.

Nicki grew up in Eden, NC, and moved to Gibsonville, NC, after meeting her now husband, Kenny. She has been in the financial industry for over 25 years, joined Edward Jones in July 2018 and enjoys it immensely. She also enjoys spending time with her two amazing daughters, husband and her seven (yes seven) animals, running, reading, watching horror movies and going to the beach.

I grew up in Charlotte, NC, and relocated to Greensboro, NC, after college to build my practice. When I am not at work, I enjoy spending time with my absolutely amazing wife, Kristen, daughters, Adeline and Audrey-Kate, our three animals, Boss, Molly and Chloe (#girldad). Currently, our family enjoys trying to keep up with Adeline, who is now a toddler, and our newborn, Audrey-Kate. As you can imagine, there is not much free time right now. However, when we have some, you can often find us enjoying the great outdoors, grilling out, doing yard work or going on family walks. And by, “walks,” I mean walking then stopping every ten feet so we can analyze every insect and puddle while singing songs from Frozen.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Running
  • Cooking
  • Hiking
  • Soccer

Office Information

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

Additional Hours

  • Evenings
  • Web Conferencing

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