At age 22 I started investing, and came to see the value of time, discipline and sound financial advice. Helping clients make sound financial decisions is rewarding. As a financial advisor, it’s important to me to understand what is important to you. By understanding your goals and your risk comfort level, we can work together to create a personalized strategy to help you meet your goals.

After growing up in Burke County and graduating from Western Carolina University, I spent seven years as a P.A. Announcer for the Harlem Globetrotters, working in over 70 countries. Returning to the Catawba Valley, I worked at KICKS 103.3 and announced for the Hickory Crawdads, Tri-County Motor Speedway and Hickory Motor Speedway. In 2005, my financial career began at Woodforest National Bank where I served the last 10 of 13 years as a Regional Manager, which included completion of the Bank Operations Institute at Southern Methodist University in Dallas.

My wife, Tisha, is a Family Nurse Practitioner, and we were blessed with a son in 2012. I serve as a church deacon and on the board of directors at The House of Refuge, and have served with other organizations in Western NC including Junior Achievement. I enjoy playing golf, mowing grass and have an interest in aviation. My family and I enjoy our faith, time with family and friends, fitness, travel, hiking, sports, good food and music.

Whether your goal is saving for retirement, managing your investments in retirement, education savings for kids and grandkids, or saving taxes, I can work with you to create your own personal strategy.

Katrina, our branch office administrator, and I will work to simplify your financial life and keep you informed so you understand your financial strategy. We are backed by the expertise of Edward Jones, a firm that has helped individuals plan for their financial future since 1922.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Music
  • Traveling
  • Auto Racing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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