At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
Prior to joining Edward Jones in 2020, I spent 12 years working in wealth management, helping families with their needs. I made my decision to join the Edward Jones family after learning about the way that Edward Jones does business; placing the needs and goals of the client first and providing advice that is based on a long-term philosophy that emphasizes buying quality investments, diversifying them, and holding them for the long term while reducing risk.
I attended West Virginia University and graduated in 2003 with a bachelor’s degree. I later attended Liberty University where I graduated in 2013 with a Master of Business Administration. In addition, I received the CRPC® professional designation in 2014. Chartered Retirement Planning Counselor (CRPC®) is a professional financial planning designation awarded by the College for Financial Planning. Individuals earn the CRPC® designation by completing a study program and passing a comprehensive final examination. Every two years, CRPC® professionals must complete 16 hours of continuing education to continue using the designation.
Originally from West Virginia, I have lived in Union County, NC since 2006. I am a proud veteran who after 23 years of service, split between the active and reserve components, retired from the US Army. I have been married to my wife, Leigh Ann, since 2007 and we have two sons. My family is active in the community and at our church, Waxhaw United Methodist Church.
I want to help provide the answers to your questions, so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
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