Working toward a successful financial future is of course no small task – from saving for retirement and college to navigating insurance needs and estate considerations, it's an endeavor that takes time, effort and skill. With my extensive professional experience as a financial advisor and long-time business owner, I am able to help my clients build a comprehensive, long-term strategy that frees them to focus on the things they enjoy in life.

From my practice in Fuquay Varina, NC, I serve families, professionals and small-to-medium business owners. A few of my areas of interest include health care professionals and physicians, and investors who are within 10 years of retirement. Regardless of where my clients are in life, they can be assured I will partner with them every step of the way, from identifying goals to creating strategies to help keep them on track throughout their lives.

I want to build a strong relationship with all my clients, and I strive to make sure each person gets everything that I have to offer. I encourage my clients to think of us a financial hub, so when they need an insurance policy number or to review the terms of an annuity, or anything else in their financial lives, they just have to make one phone call.

Outside of the office, my time is spent with family – Angie, my wife of 15 years, and our two rambunctious boys, Landon (10) and Levi (4), who keep us on our toes all the time. I'm active in my local church, working with youth groups and helping to organizing food drives, lawn care for the elderly and fun events for the kids.

Before joining Edward Jones, I was a practicing pharmacist for 10 years, and owned an independent pharmacy with my wife for many years. My time spent as a business owner helped me to realize that my purpose is to spend time one-on-one with people, empowering them to create the solutions that will help them live the life they dream of. I'd like to help you as well, so stop by my office or give me a call to begin.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed
Email Me

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