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. Our team utilizes an established process which helps clients articulate, design and achieve their most important financial goals. Our process is based on personalized financial strategies which focus on growing, managing, preserving and transferring client wealth through the generations. As we partner with our clients over their lifetime, we aim to remove anxiety, add happiness and security, while reducing complexity.

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 60+ branch teams along the coastal region of South Carolina.

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 currently serve on the vestry at St. John's Chapel in Charleston and am past board president of the Summerville Medical Outreach Clinic.

We are a financial practice in South Carolina which focuses on the relentless pursuit of improving client lives. My senior branch office administrators, Amanda Davis and Linda Roumillat, are dedicated to providing excellent service and doing what is best for our clients. We serve all our clients with loyalty, passion and care from our office in Summerville, SC.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

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

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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