I became an Edward Jones financial advisor in 2008 and it was one of my best life decisions. I wanted a career where I could make a positive, meaningful impact on my clients and community. My goal is to partner with my clients for life as we navigate toward fulfilling their financial life goals.

Our clients recognize the value in our established process to advise them on retirement solutions, wealth transfer, tax efficient investments, insurance protection, college funding and other needs.

I'm a Virginia native, raised by hardworking parents who taught me the value of family, education, community, spirituality and financial responsibility. I earned my B.A. at UNC-Chapel Hill and MBA from Elon University. The firm keeps me well informed on industry changes with annual continuing education courses.

I reside in the Cape Story community with my wife, Barbie, and my son, John, now in college. I have a passion for music and play in a jazz group and serve on the board of Symphonicity. I also enjoy travel, hiking and golf.

My teammate and Senior Branch Office Administrator, Lori Adams, joined Edward Jones in 2008. Lori has worked in client service for over 20 years and has a strong passion for helping others. When she is not working, Lori enjoys spending time outdoors hiking the Appalachian Trail and kayaking.

Edward Jones supports us with the industry's best human and technology resources. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to achieve your financial goals.

Focus areas

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

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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Branch Team

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