As an Edward Jones financial advisor, I believe that when clients succeed in reaching their financial goals, then I have succeeded. Through a personal, face-to-face relationship, I work to help define and prioritize your financial goals and identify appropriate solutions.

I joined Edward Jones in 2001 because I wanted to help people one-on-one with their investment decisions. I completed the AAMS™ designation process in 2004, and I received my CFP® certification in 2013 to continue my focus on helping clients develop investment and income strategies that can help them achieve a comfortable retirement and create the legacy they desire.

My senior branch office administrators, Corrina Page and Mary Czysz, are always here to help with your needs and provide top-notch service. We have worked together for more than 10 years and are here to help ensure that each client feels welcomed and valued.

During my tenure career with Edward Jones, I have played key leadership roles in training, coaching, recruiting and mentoring other financial advisors. I have also earned recognition for top performance from the firm.

A 2000 graduate of Appalachian State University, I hold a bachelor’s degree in business administration. Originally from Selma, N.C., I have lived in Durham since 2002 and have been active in the First Baptist Church and in coaching youth sports. However, my most gratifying role is that of a father. My wife, Gretchen, and I have two children.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals.