Our Work
My intense desire is to help my clients be in complete control of their finances, live the life they desire and leave a legacy beyond money. I do this by listening and understanding what is important to them and using an established process to develop investment strategies specific to their long-term goals.

Our Accolades
I began my Edward Jones career in 2007 and received my AAMS® designation in 2009. I became a limited partner of my firm in 2015. However, what I'm most proud of is how we have served and helped our clients over these years.

Our Clients
I serve clients who have a wide range of goals. My clients come to me through referrals as well as times of transition, such as retirement or inheritance. I enjoy the challenge of developing financial strategies to meet my clients' needs, as well as working alongside their accountants and attorneys.

About Me
Outside the office, I mostly enjoy spending time with my wife, Susan, of 27 years and our two daughters, Brianna and Trinity. We have been fortunate to travel many places including internationally, but our favorite is hiking the many waterfalls we have here in North Carolina.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Camping
  • Football
  • Health & Nutrition

Office Information

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need 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 quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More