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
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

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