At Edward Jones, we recognize that our ability to serve our clients well begins with our ability to understand what is most important to them. As a financial advisor, I follow an established process to create a customized strategy for each of my clients. The part of my role that I enjoy most is walking alongside clients as they navigate their lives, helping to ensure they take advantage of opportunities and overcome any obstacles life throws their way.

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.

I hold the Certified Financial Planner™ designation and enjoy working to understand and deeply serve client needs. As a CFP®, I seek to understand my clients' complete financial picture in order to provide the best advice and guidance possible.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

As a branch team, we believe in giving back. I volunteer my time as an executive board member with the Boy Scouts of America, as past chair of the board for the Wake Forest Area Chamber of Commerce and on several other area nonprofit boards. We're also passionate about ending Alzheimer's and are proud to partner with the Alzheimer's Association as a national presenting sponsor and local Walk to End Alzheimer's Grand Champion and member of the Walk planning committee.

In my free time, I enjoy spending time with my wife, Jennifer, our children, Lucy and Teddy, and our two dogs, Maddy and Jolene. I love to travel, cook and eat, and spend time outdoors.

Focus areas

  • Charitable Giving
  • Wealth Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Cooking
  • Traveling
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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