When I was a child growing up in Harrisburg, I was fortunate to have parents that instilled in me the idea of hard work and the importance of allowing my hard-earned savings to work towards my future goals. My dad spent years as a financial advisor for Edward Jones in our community and dedicated himself to his clients in a way that few know how to do. While he may no longer be with us, I am passionate about continuing his legacy by dedicating myself to clients and impacting the lives of the families that I serve in the most intentional way possible.

I have personally seen time and time again how inappropriate financial advice, products, and even customer service, can be destructive and deceiving for the average investor. This was a big part of what led me to pursue my role as a financial advisor, where each day I wake up with the ability to impact families with meaningful and responsible financial guidance.

Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we will use an established process and work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I am available and dedicated to providing you with unmatched customer service.

A North Carolina native, I was born in Charlotte and raised in Harrisburg. I believe in being an active contributor to the community that I serve, and I currently volunteer as a coach in the Harrisburg Youth League along with being active at my church. My alma mater is East Carolina University in Greenville, NC, where I remain active as well. I hold the General Securities Representative (Series 7) and the Uniform Combined State Law Examination (Series 66) registrations.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Animal Rescue
  • Camping
  • Coaching Sports
  • Spending Time with Family
  • Traveling

Office Information

Office Address

4351 Main St Ste 103 Harrisburg, NC 28075

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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