I spent seven years in the banking industry as a commercial relationship manager and retail market executive prior to becoming a financial advisor. In 2009, I began my career with Edward Jones in my adopted hometown of Greensboro, North Carolina. I continue to serve friends and investors in that community and in many other states in the country.

My business is focused on retirement investment strategies for individuals, families and small business owners. I work closely with my clients to:
• understand each client's specific goals,
• understand the level of risk with which you're comfortable, and
• monitor investment progress to determine if/when adjustments need to be made.

Working together, I'll make sure you have the answers you need such as, "Have I saved enough for retirement?" "What if I change jobs?" "How can I protect my family?" My primary goal is that you feel confident that you've taken the steps to protect the financial future of you and your loved ones.

Throughout my career at Edward Jones, I have served in various leadership positions and most recently as a field trainer to newer financial advisors. When not in the office serving clients, I enjoy spending time with my three children and taking my dog, Charlie, on long runs. I also enjoy volunteering for Urban Ministry of Greensboro and participating in marathons across the country.

Focus areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Sports Enthusiast
  • Mountain Biking

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 - 03:30PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

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