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.

Focus areas

Entrepreneurs & Business Owners Estate & Legacy Strategies Insurance & Annuities Divorce Finances Retirement Income Strategies Wealth Strategies

My Personal Interests

Active Lifestyle Car Restoration Traveling Sustainability Golfing

Office Information

Office Address

960 Corporate Drive Suite 310 Hillsborough, NC 27278

Office Hours

Office Hours
Weekday Availability
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
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More