As an Edward Jones financial advisor, I have been helping select individuals and families achieve that which is most important to them since 1990 when I opened our first Summerville office. I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In order to better serve my clients, I earned my CFP® professional designation in 1997 from the College for Financial Planning. In addition to my financial advisor role with Edward Jones, I have been a Limited Partner with the firm since 1998, an Edward Jones Regional Leader since 2015 and became a General Partner of the firm in 2019. In my role as a Regional Leader, I am responsible for the leadership of over 85 branch teams along the coast of South Carolina and Georgia.

Church, family, community, faith and fitness are my passions. I enjoy outdoor activities and spending time with my wife, Barbara. We are blessed with two grown children.

I love helping my clients, and relish the opportunity to make a difference in people's lives. My senior branch office administrators, Amanda Davis and Linda Roumillat, are dedicated to doing what is best for our clients. We serve all our clients with loyalty, passion and care from our office in Summerville, SC.

My Personal Interests

  • Cycling
  • Skiing
  • Spending Time with Family
  • Traveling
  • Triathlons

Office Information

Office Address

210 S Cedar St Suite 1 Summerville, SC 29483

Office Hours

Office Hours
Weekday Availability
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

Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More