
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreSince 2009, I have been helping hard working individuals and families navigate life and build a strategy to help them reach their financial goals. Whether you are preparing for retirement or already retired, I can help you make your money work hard without taking more risk than you are comfortable taking.
As an Edward Jones financial advisor, I believe it is important to invest my time understanding what you are working toward before you invest your money. In my view, building a strategy specific to your personal goals and helping you focus on those goals through different life stages and market challenges will give you the best chance of success.
I have been fortunate to have received numerous awards for my performance and became a limited partner in 2015. I am also privileged to work with two wonderful Senior Branch Office Administrators. Teresa Smith and Esther Florence strive each day to provide the most ideal client experience. We are honored to serve the Graham Community.
On a personal note, my wife, Brynda, and I have been married 32 years. We have two children and three grandchildren. I serve as a girls' high school varsity basketball coach and hold board positions at numerous non-profit organizations. All of these activities have a goal of helping others, something that I love to do!
Relationships are key, and I believe meeting face-to-face builds strong relationships, even if that face-to-face is on a screen. Let's start a conversation at 336-437-0218. I look forward to helping you reach your financial goals.
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 03:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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