Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you’ve saved enough for retirement, leaving something for your heirs or something else? We can help you prioritize your needs and define your goals.

As a financial advisor, my primary goal is to help you develop an investment strategy that is personalized to your goals and dreams. I began my Edward Jones career as a financial advisor in New Bern, NC after graduating from East Carolina University with my Bachelor of Science in business administration with a concentration in finance. Today, Edward Jones serves our community from nine convenient locations.

I was born and raised in Eastern North Carolina about an hour north of New Bern. I am married to my high school sweetheart, Zach. We have a cockapoo named Kona who is our little fur baby. In my free time, I love traveling, using my green thumb and spending time with my family and friends.

At Edward Jones, we’re focused on you. We want to help you with your path forward toward whatever goals are important to you. Let us help you put a strategy together today. Don’t hesitate to call or stop by the office, so we can discuss your situation and options. We look forward to helping you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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