At a very young age, I learned the importance of preparing for my financial future. When I was 17 years old, I contacted an Edward Jones financial advisor to help me start investing and planning for retirement. The experience I had inspired me to become a financial advisor and help others work toward their financial goals.

I am a part of a financial services team that has developed and refined a process to help our clients avoid financial landmines, filter out the "noise" and face the future with anticipation.

The goal of my business is to guide pre- and post-retirees through the numerous critical financial decisions that will dictate their financial future.

Our investment philosophy is simple and deliberate; we believe the three keys to investment success are:
1. Owning quality investments
2. Being properly diversified
3. Investing over the long term

I successfully completed the Chartered Retirement Planning Counselor™, or CRPC™, professional education program from the Denver-based College for Financial Planning. This advanced training program focuses on the pre- and post-retirement needs of individuals.

I have lived and worked in Forsyth County for the past seven years. My wife and I moved here from Blairsville, GA, where I was born and raised. My wife also works in the county as an elementary school teacher. I enjoy playing golf and giving back to the community by serving on the board at The Place of Forsyth.

My senior branch office administrator, Anne Boltz, began her Edward Jones career in 2005, joined my team in 2020 and is a limited partner with Edward Jones. Anne is dedicated to providing you with the highest level of service.

You can contact our office at:
[email protected]
[email protected]

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Golfing
  • Home Improvement
  • Motorcycles
  • Real Estate
  • Skiing

Office Information

Office Hours

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

Branch Team

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