I work to help individuals and families committed to their retirements overcome complexity, live comfortably, and create meaningful legacies with clear, actionable, straightforward financial advice.

A 30-plus-year veteran of financial services, I have been with Edward Jones since 1997 and have qualified for the Financial Advisor Leader's Conference 10 years in a row. I earned my BSBA from East Carolina University and hold the Accredited Asset Management Specialist™ (AAMS®)* designation. My Senior Branch Office Administrators, Dee Borrelli and Brenda Davis, have 17 and seven years of knowledge in the business, respectively, and are dedicated in providing you with the highest level of personal service.

I live with my wife of 25 years, Missy, in Washington, NC where we spend time with our sons, Blake and Graham, our two dogs, Socks, a Shih Tzu Maltese, and Aspen, a Yellow Lab. Missy is a pre-school teacher and we are active in our community, especially with Young Life, a Christian based ministry for youth. Living near the river fuels my love of the water, sailing, swimming and without question, I'm an avid fisherman. Fishing has taught me the importance of being dedicated, disciplined and the value of time spent with my boys. While I might not out fish them every time, you can bet they're the ones cleaning the boat when we're done.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

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

My Personal Interests

  • Community Outreach
  • Fishing
  • Outdoor Enthusiast
  • Spending Time with Family
  • Sailing

Office Information

Office Address

1251 Highland Dr Washington, NC 27889

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Branch Team

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