As an Edward Jones financial advisor, I believe it's important to understand your goals before you invest your money. Working closely with you, I'll use an established process to help determine the most appropriate financial strategy for you and your family.

Upon joining the firm, I earned my Series 7, Series 66, life and health insurance licenses. I also hold a Bachelor of Science degree from the University of Oregon.

Prior to Edward Jones, I spent the early parts of my professional career working in collegiate and professional athletics. While working for organizations and institutions in Indiana, Texas, Oregon and North Carolina, I had the chance to meet people of all different backgrounds. Through these experiences, I learned that no two situations are the same and that no transition in life is easy. As a financial advisor, it is my mission to serve those with complex financial situations as well as those going through a transition personally or professionally. Whatever your goals may be, I will partner with you and develop a tailored financial strategy to help you get there.

I pride myself on providing highly personalized service to help my clients work toward their goals and needs. Please contact our office to discuss your situation and options. I look forward to the opportunity to speak with you!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Cooking
  • History and Museums

Office Information

Office Address

2443 Lynn Rd Suite 114 Raleigh, NC 27612

Office Hours

Office Hours
Weekday Availability
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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