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Learn MoreI have a passion for people and am very fortunate that I get to do what I love everyday... Helping people achieve success in their financial goals. Whatever their financial aspiration: retirement, education, leaving a legacy or saving up for something important to them, I enjoy building relationships and seeing their financial dreams come to fruition. I want my clients to know that when they walk away from meeting with me, they feel they have someone they can trust to help and guide them.
I have a Bachelor of Science in Business Administration from Appalachian State University. Along with my education, my banking and finance background has been a beneficial knowledge base I can pull from to assist my clients with their overall financial picture. My clients benefit from my 20-plus years of financial experience because I am able to navigate through changing market climates.
Edward Jones is a great company, not only because it is a great place to work for financial advisors and employees, because they really do have the client's best interest at heart. Their partnership model creates an atmosphere of putting our clients at the very center. We are not beholden to quarterly reports and appeasing shareholders.
My branch office administrator, Dawn Allison, and I are committed to providing you with the highest level of service. We live by the motto: Treat others the way you want to be treated. Please call on Dawn if you have any questions regarding the administration of your account. She really enjoys talking to clients and getting to know the things that are important to them.
On a personal note, I have been married to my wonderful wife, Kelly, for 14 years and we have two amazing daughters, Chloe and Keegan. We enjoy spending time as a family hiking, camping and being involved in our church.
Weekday | Availability |
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Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
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Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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