As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what's important to you before you invest your money. Using an established process, I will work closely with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family. We will partner together throughout your life to create personalized strategies and solutions.

Prior to beginning my career with Edward Jones in 1993, I earned my bachelor's degree in business administration from Furman University. In addition, I received my AAMS® professional designation in 1999, and hold the General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Advisor State Law Examination (Series 65).

Over my 26 years of service as a financial advisor in Black Mountain, I have held several leadership roles, including performance leader and recruiting leader. Currently, I serve as the client solutions leader for our region in Western North Carolina.

My wife, April, and I have been married for 27 years and reside in Black Mountain, NC, with our three children.

My team includes senior branch office administrators Carli Petit and Maddie Michaud, who have a combined 18 years of experience in financial services. Their dedicated focus is to provide you with the highest level of service.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses, families and lives.

Our service is highly personalized. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. We are committed to providing you with personalized, exceptional service. Please feel welcome to contact us anytime.

Focus areas

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

My Personal Interests

  • Vintage Cars
  • Car Restoration
  • Volunteering
  • Coaching Sports
  • Soccer

Office Information

Mailing Address

Po Box 1283 Black Mountain, NC 28711

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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