Cool summer nights. Brisk winter days. The sounds of crickets and the twinkle of fireflies. The lapping of waves hitting the sand along the Pamlico River. Spanish moss dancing in the breeze.
My wife Summer, our four children and I are blessed to call Beaufort County home. In fact, our entire extended family has known this area for generations. Our personal goal is to allow our children to experience the wonders of childhood with the wild of nature and the pace of Mayberry.
Wherever you call home and whatever your financial goals may be, I'm here to help.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I began my Edward Jones career in 2004 after having earned a bachelor's degree in physics from the College of Charleston. Since then, I've made it my mission to focus on what's most important to my clients.
Today I am blessed to have Delores Clark serve with me as a branch office administrator.
Together, we use an established process that allows us to build personalized strategies to help you achieve your goals.
We will partner together with you and your loved ones for the rest of your life to keep you on track.
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
Office Address685 N C Hwy 33 E Unit B
Chocowinity, NC 27817
Phone NumberTrey Howdy at (252) 940-1370
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