In 1993, I began my career with Edward Jones. I became a financial advisor in High Point, NC, in 2002. Prior to servicing the High Point area, I worked at the Edward Jones headquarters in St. Louis, MO, working as a senior marketing specialist, specializing in developing a number of investor educational programs. I became a limited partner with Edward Jones in 1998.

I have held various volunteer roles with Edward Jones, serving as a new financial advisor support specialist, performance leader, field trainer, mentor and client solutions leader.

I earned bachelor degrees in both marketing and psychology from Quincy University in Quincy, IL, and an MBA from the University of Missouri in St. Louis, MO. In addition, in 2014 I earned my CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I live in Jamestown with my wife, Erika, and two sons. I serve on the board of the directors of the Piedmont Soccer Alliance in High Point and I am an active member of my church.

Melissa Zales is my senior branch office administrator. She joined Edward Jones in 2010. She is dedicated to providing our clients with the highest level of service possible. Melissa earned a bachelor's degree from the University of North Carolina-Greensboro. Her husband, David, works in outside sales for Bimco. Her son is a graduate of Appalachian State University and her daughter is a graduate of the University of North Carolina-Chapel Hill.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Office Information

Office Hours

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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need 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 quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More