Clients we work with should have a strategy around their financial goals. The value in the work I do and what drives me is the difference that realistic and focused financial strategies can make in the lives of people. I have found that every client is unique and the single most important thing is that I clearly understand what's important for you. This becomes my goal for you. Only then can we work through our established process together to devise specific personalized solutions and strategies to help you meet your goals and objectives. We will then partner with you and your family throughout your life to navigate changes, to help mitigate risks and help keep you on track.
Prior to Edward Jones, I served as an officer and pilot in the U.S. Marine Corps. I hold a degree in economics from The Virginia Military Institute and a master's in business from the University of West Florida. I hold the General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63), Uniform Combined State Law Exam (Series 66), and life and health insurance licenses. I have also earned the CFP® and AAMS® professional designations.
I am married to Christine, and we have three children. Our oldest is just finishing at the University of Bristol in the U.K. Our two little ones are in elementary and pre-school. Most weekends will find us engaged in extracurricular activities, working on projects around the house or restoring an old British sports car. I am active in veteran affairs in the area and am on the board of directors for the Hillsborough Chamber of Commerce.
My team includes senior branch administrator, Carolyn Davis, and branch office administrator, Lisa Wilmarth. We are committed to providing you with personalized, excellent service. Please feel welcome to contact us anytime.
My Personal Interests
Office Address960 Corporate Drive Suite 310
Hillsborough, NC 27278
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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