I joined Edward Jones as COVID-19 (March 2020) was beginning to grip the world. Before that, I worked for companies that created products and solutions for the investment industry. I have been in this industry for over 30 years.

As an Edward Jones financial advisor, I look to partner with individuals (and businesses) to help create, and execute on, financial goals and objectives. We help with education, retirement and legacy planning.

One of my goals during this partnership with my clients is to simplify the complex. I want to understand what circumstances have forged the opinions and beliefs of my clients. We think it's important to understand our clients "Why?".

My value in the process comes from my curiosity and my desire to see my clients succeed and thrive. When a client is able to fully fund a child's education, or is financially prepared to live their ideal retirement, we are succeeding. I have saved to pay for my daughter's education, dealt with divorce and planned for my retirement. I believe I can help you navigate these paths!

I grew up in Pittsburg, PA. I like everyone to know I moved South as soon as I could. I graduated from Furman University in 1989, and subsequently moved to North Carolina. I hold my Series 7, 63 and 65 registrations. I am also fully licensed to have discussions about protection and insurance concerns.

When I am not working-I am an avid golfer, reader and concert goer! My three adult children and my new grandbaby are my greatest source of pride. I enjoy spending time with all of them.

Let's meet and discuss your journey, and forge plans to help you achieve your financial goals.

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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