Thank you for the opportunity to work in partnership on your financial future! After more than 18 years as a financial advisor with Edward Jones, I find a great sense of accomplishment in helping clients identify and create a strategy to achieve their financial goals. In my practice, I am fortunate to work with many long-term individual investors, business owners, physicians and executives in several states, and my focus is showing clients how to grow and protect their wealth.

Here's a little personal background on what has most shaped my life. My wife and I have two young children whom we adore, and our greatest joy is time spent as a family. A lifelong North Carolina resident, I grew up near the coast and try to find time to be on the water when a long weekend presents itself. Having graduated from the University of North Carolina at Chapel Hill, I'm a proud Tar Heel supporter and attend games when time allows.

Helping others inspires me, so I participate in many organizations which do great work. I'm an Alzheimer's Association Champions Club Member and am extremely proud to represent the Walk to End Alzheimer's National Presenting Sponsor, Edward Jones. My family and I also support the Michael J. Fox Foundation for Parkinson's Research. It's a pleasure to be part of a community and company which shares my values and strives to make the world a better place for all of us.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Estate & Legacy Strategies

Office Information

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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