I began my career as a financial advisor in 1987 with an investment banking firm in Charlotte, NC. In 1990, I joined Edward Jones and moved to Anderson, SC and continue to serve that community today, in addition to advising clients in more than 15 states.

I have been invited to attend the firm’s annual Managing Partner's Conference, an honor reserved for the top 400 of the firm’s 18,000 financial advisors.

Together, my senior branch office administrators, Tanya Morris and Heather Glew, have more than 40 years of experience with Edward Jones. They are valued team members and are committed to providing you with the highest level of service possible.

I believe it is important to invest my time in understanding what is important to you before you invest your money. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including retirement planning, tax mitigation, estate considerations, wealth protection and transfer, as well as charitable giving. Personalized strategies are developed to help you reach your goals and collectively, my team and I and Edward Jones will partner with you to keep you on track throughout your life.

I received my Bachelor of Business Administration degree from Anderson University and hold a Master of Science in Management degree from Southern Wesleyan University.

I have served on the boards of Anderson Interfaith Ministries, the Anderson YMCA and the Anderson University Business Advisory Board. Currently, I serve on the Haven of Rest board, the Board of Visitors for Anderson University and am board chair for the Anderson Sertoma Club.

I am married to my wonderful wife, Susan, and we have three children, Kalyn, Matthew and Evan.

Office Information

Office Address

407 N. Mcduffie Street Anderson, SC 29621

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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