I grew up in Wilson, a small city east of Raleigh, where both my parents worked hard to provide for a middle-class family of five. My dad taught me the value of hard work and humility, and my mom taught me to fight for what's right and to help folks in need. Like most people, I didn't have the fortune of growing up and learning financial planning concepts; it is something I worked hard to learn on my own.

I love helping teach others how to build and grow a secure financial future, to help families create a budget, plan for their children's education, create a tax diversified income strategy later in life and create a confident and comfortable retirement without the fear of running out of money. When discussing finances, I take into consideration all the different aspects of each person's life in order to get a complete comprehensive understanding of what's most important to help achieve your goals.

I specialize in helping business owners establish employer plans to help retain key employees and help them achieve their long term goals. I believe it's extremely important to become part of a trusted team to help business owners grow and thrive.

Outside of Edward Jones, I enjoy helping many organizations in the Triangle that focus on giving back and building a vibrant culture and life for my family and those around us. Fluent in Spanish, I work with The North Carolina Society of Hispanic Professionals to create a better education for the Latino students in North Carolina. I really enjoy working with great charities like Make a Wish Foundation to help families in need. Every year our branch has been a donation site for Toys for Tots because I believe in making sure each child has a reason to celebrate the holidays.

Aside from helping clients, I love spending time with my family, pickleball, tennis, golf, staying active and reading. I live in downtown Cary with my wife, Emily, our daughter, Amelia, and my son, Adler.

Focus areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Tennis
  • Golfing
  • Pickleball
  • Reading

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

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