Preparing for retirement is like building a home. It can seem overwhelming if you don't have a good plan. I can help you develop a strategy designed to help achieve your long-term goals.

I grew up in Wentzville, MO. I earned a bachelor's from the University of Missouri-Columbia and a master’s from Ohio University-Athens. I moved to Spartanburg, SC in 1987 where I met my wife and raised two daughters. I have served on many boards in Spartanburg, including presiding over the Spartan West Rotary. I am currently co-chairman of the First Baptist Spartanburg Media Team.

I joined Edward Jones as a financial advisor in 1999, opening the firm's second office in Spartanburg. Today, Spartanburg County is served by 28 Edward Jones financial advisors. I have volunteered in several regional roles, including new financial advisor trainer, mentor, new financial advisor support specialist and recruiting leader.

I was named a regional leader in 2013, and today, I support and guide more than 55 branch teams in upstate South Carolina. I was named a general partner at Edward Jones in 2015.

My office staff and I provide highly personalized service to our clients. Please do not hesitate to call us with any questions.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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