Since coming to Edward Jones in 2005, I have been passionate about working with families to identify what's most important to them and using our established process to help keep them on track to meet their goals. During my time here, I have developed a deep passion for helping clients prepare for and live in retirement. I also enjoy helping my clients envision the legacy they want to leave behind by protecting the goals they've worked hard to achieve. Throughout my career here, I have been equipped to do just that, including earning the CFP® professional designation in 2011.

I was born and raised just outside of New Orleans, LA. In 2000, I received a Bachelor of Arts in speech communication from the University of Southern Mississippi. Next, I worked for a small educational company in Chicago, where I helped schools implement reading curriculum that focused on developing critical thinking skills. Then, I spent a year in Argentina, where I taught several subjects in a bilingual high school. Once I returned to the United States, I applied at Edward Jones. That began what has become a true joy – I work with incredible people and many of my clients become like family.

During my time at Edward Jones, I've also been able to train, coach and mentor many other financial advisors and branch teams. I currently serve as the client solutions leader for our region, where I lead other branch teams to deliver an ideal client experience.

I am happily married to my wife, Laura, and we have three children. When I'm not spending time with my family, you'll probably find me flying an airplane out of Raleigh-Durham International Airport. I hold private and commercial pilot certificates and an instrument rating. I'm also involved at Providence Church in Raleigh.

Partnering with me to provide the highest level of client service are Jacqueline Lee and Amy O'Brien. The three of us are committed to delivering exceptional service to all our clients.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Aviation
  • Personal Fitness
  • Skiing
  • Running

Office Information

Office Hours

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

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