I believe that the primary objective of financial advising is understanding what is important to you, the client. This understanding is what truly shapes your individualized journey in meeting all your financial goals and objectives. It is important that myself and my team listens, cares and dedicates ourselves to achieving your definition of financial success. Relationships are key, and in our view, strong communication, partnership and understanding of expectations build strong relationships.

I began my career with Edward Jones in November of 1996. I became a limited partner in 1998. I have been blessed with an amazing career, but most of all, I am most proud of the relationships that have developed along the way.

I serve a diverse array of clientele. My clients come to me during times of transition, inheritance, retirement distribution planning or professional referral sources. My greatest love of my business is to be able to help solve wealth distribution and wealth transfer challenges with intent and individualized strategies. In structuring strategies, I work hard at collaboration with client accountants, CPAs and attorneys in order to achieve a well-rounded and efficient financial result.

Outside of the office, you will most likely find me at the nearest CrossFit Gym or exercising in some form or fashion. I have two adult children, both girls, one married, one not. I also had two Labradoodles that were truly my canine kids, and I hope to have another dog in the not-too-distant future. I am passionate about investor education, philanthropy and animal rescue.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Animal Rescue
  • Active Lifestyle
  • Health & Nutrition
  • Personal Fitness
  • Cooking

Office Information

Mailing Address

Po Box 277 Forest City, NC 28043

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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