I have been a financial advisor in Lexington, NC, since 1999. I opened the second office in town. I have worked in financial services since 1982, previously in property and casualty insurance. I have lived in Lexington since 1995 with my wife, Sherry, and our grown sons, Billy, who is married to Anna, and Tom.

I believe in volunteering to give back to the community. I have served on numerous civic and non-profit boards of directors. I am currently chairman of the Davidson County Economic Development Commission, serve on the Board and Finance Committee for the American Children's Home, and am on the board of The Life Center of Davidson County. I have also volunteered to help in numerous leadership roles for my firm.

As an Edward Jones financial advisor, I believe it is important to invest time to understand what you are working toward before you invest your money. Working closely with your CPA and attorney, I can help determine the best strategy for you. I particularly enjoy helping clients plan for retirement and business owners transition out of their businesses.

I am supported by an exceptional team who strive to deliver the best service possible in every encounter. Kendra Steele has worked for Edward Jones since 2002 and moved to her current role in 2008. Angela Louya joined us in 2018 after spending 10 years with Edward Jones in another branch. Megan Freedle joined Edward Jones after graduating from Appalachian State in 2010 and relocated to our office in 2013.

We believe in strong, personal relationships so we know what matters to you. We use an established process to build personalized strategies specific to you, and we help you stay on track with those strategies over your lifetime.

I would like to help you make informed, financially sound decisions. Please contact me so we can discuss your situation and options.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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