I take my role and responsibility as a financial advisor very seriously. What you are entrusting me with, I know, is extremely important. That is why my team and I invest in understanding your goals and work diligently to help you achieve those goals, and if necessary, help you adjust.

Financial markets challenge us all. Tax laws change, the economy goes through cycles and global events affect our investment outlook. Given these complexities, I find it most important to understand what you value. Working closely with you and your tax and legal professionals, I then personalize strategies and solutions to help you succeed.

I am proud to call Western North Carolina my home since 1995, living here with my wonderful wife, Carolyn, three adult daughters and two granddaughters. I have been active in community affairs for many years and am the immediate past-president of Rotary and board member for Teen Challenge of the Smokies. I previously served as a board member of North Carolina Community Foundation, Graham County Animal Advocates, liaison for Swain County High School, member of Interact Club and founder and former president of the Robbinsville Elementary PTO.

I opened the firm's first office in Swain County and serve clients nationwide, having been honored with the firm's Ted Jones Prospecting Award, Partners Award, Century Award and Pioneer Award.

My team includes a deep bench of professional associates as well as senior branch office administrator, Joyce Wilkie. We are committed to providing you with an outstanding, ideal, personalized client experience. Please feel welcome to contact us anytime.

Focus areas

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

My Personal Interests

  • Backpacking
  • Car Restoration
  • Cycling
  • Horseback Riding
  • Spending Time with Family

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 By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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