About Me

Making the decision to become a financial advisor with Edward Jones was easy for me. I have been an entrepreneur since my youth. I loved the relationships it fostered and the reward that came from doing meaningful work for those in my community. I attended college at Western Carolina University, where I got my degree in finance with a concentration in financial planning and ran several small businesses. Fast forward to now; I find purpose by partnering with individuals and businesses in the High Country and beyond.

Outside of Edward Jones, I enjoy spending time with my wife and two children. Our chocolate lab, Maya, is also an honorable mention! On the weekends, we spend as much time as possible outside together doing things like gardening, hiking or playing in the creek. I enjoy reading and have interest in real estate, entrepreneurship, sustainable farming, technology and small business. I am also involved with volunteering in Boone at the Hospitality House, Humane Society and Meals On Wheels. Being an active part of the community I serve is important to me.

Our Office

Our team focuses on providing all-encompassing wealth strategies that involve more than just investment recommendations. As your family's CFO, we are a part of your team comprised of your CPA, attorney and other professionals in order to best suit your specific needs.

Where do you find purpose? That's the core question we ask the select group of individuals and businesses we serve. Our services go beyond just investment advice; we work with our clients to understand their goals in order to develop a personalized strategy catered to their needs, wants and wishes. From there, we partner with our clients and their families over the course of a lifetime to help ensure they stay on track in order to meet their needs through all stages of life and for generations to come.

If you are interested in partnering with us, please reach out to schedule a consultation. In that meeting, we will go over our process and ensure that expectations of both parties align.