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.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family