Our team here in Columbia, SC seeks to serve clients, families and businesses all over South Carolina and throughout the US. Our vision aims to consider all aspects of who you are, your finances, simple or complex, and how to put your resources to work best for you. Our interest and purpose is to build and equip you and your family to navigate through struggles, tackle new opportunities, achieve hard-earned future comfort or lending a helping hand to others.

As an engineer, luck and chance are not plans or a purpose, so we focus on making your we understand your why, your what and your when for your money tools and look to help make sure they are working smarter and harder for you.

Our branch vision is long-term financial freedom is not generally derived from that one good idea, luck or eventual chance, but rather by preparation and planning for all the opportunities that arise along our journey. Our team of myself, Lynn Elliott our branch office administrator, and the Edward Jones's nationwide support teams, look to put our clients in the middle of all our conservations. As a chemical engineer I understand that no two situations or possible pathways are likely to be the same and that our resources come in all shapes and sizes.

My personal passion is the identification and organization of the critical items that will help us getting to and through our needs and goals both now and into the future. I am passionate about working smarter and by making the best use of resources available so they are working their hardest for us. Prior to Edward Jones I enjoyed a 15-year career across various functions in business development and management, commercial leadership and technical/engineering with private and public companies. As a life-long learner I enjoy a challenge, supporting new businesses ideas, career and development discussions and finding time to engage with my family and friends across the US.

As you look forward we ask that you consider this question when working with others regarding your resources - does that person have a purpose and is that purpose you?

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • College Savings
  • Special Needs Financial Considerations

My Personal Interests

  • Fishing
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Technology
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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