2022 marks my 17th year as a financial advisor with Edward Jones, and I am deeply grateful to have been able to help so many clients achieve their financial goals throughout the years. I have built my practice by offering strategies and solutions based on what is most important to you and treating my clients as I would want to be treated, a simple idea that still makes sense in today's complex marketplace. In 2011, I became a limited partner with Edward Jones.

In order to better serve my clients, I have obtained the Accredited Asset Management Specialist™ professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I attended North Carolina State University and graduated with a bachelor's degree in business management in 1981.

My wife, Molly, and I have been married for 43 years and we have two sons, Christopher (Amy) and Bryan (Jessi). We also have four grandchildren – Claire, Carter, Charlotte and Sadie.

My Senior Branch Office Administrator, Allyson Edwards, has worked with Edward Jones for 24 years and is dedicated to providing clients with the highest level of service they have come to expect.

I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest. Relationships are key and we will partner together throughout your life to help keep you on track.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's talk.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Golfing
  • Music
  • Traveling

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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