Inertia (noun): a tendency to do nothing or to continue in a straight line unless acted upon by an external force; resistance to motion or change.

I work to help individuals, families and business owners overcome inertia and gain control of their financial future with personalized strategies that help them achieve their goals.

I grew up in Pfafftown, NC. My wife, Rebekah, and I live in Winston-Salem. I am an Eagle Scout and a second-generation financial advisor. I count it a joy to serve families in-person in my own hometown, digitally and around the country.

Prior to joining Edward Jones, I graduated from UNC Chapel Hill and Georgetown University, and served in the federal government. Today, I use what I learned about service and discretion during my time in government to benefit my clients.

As a client, you can expect three things from my practice:
1. You will be heard and understood.
2. You will know what you own, why you own it, and understand your costs.
3. You and your family will be supported and cared for by our branch team.

While I serve a variety of clients, I focus on helping medical professionals, small business owners and retiring federal employees.

Outside of the office, I enjoy running. Training and competing in races reinforce my belief that my clients can reach long-term goals by applying discipline and consistency throughout their investing journey.

My process starts with understanding what is important to you. Call us at (336) 924-8930 or stop by the office. We will take the time to get to know you and can start building a strategy to help you get on track toward your goals.

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • New Investors
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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