Now, as a CERTIFIED FINANCIAL PLANNER® professional, I help clients craft strategies for their goals. Growing up, I had a neighborhood lawn mowing business — Big Al’s Lawn Service — and spent weekends and summers learning the value of hard work and elbow grease. I took some of the money I made and asked my mother for the name and phone number of her financial advisor. That’s how I first found myself at Edward Jones, as a client. Now, as a financial advisor with the firm, I believe it's essential that I invest my time to better understand your individual goals and needs before you invest your money with our team. From building the most appropriate financial strategy for you and your family to crafting a retirement savings strategy that provides you with options as you retire… My goal is to provide you with an unparalleled client experience. I was awarded the honor of being named to the 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors list for North Carolina. This marks the second consecutive year I have received this recognition.*
I hold the CERTIFIED FINANCIAL PLANNER® certification and the Certified Kingdom Advisor® designation, all part of my quest to deeply serve investors and business owners. Assisting me in delivering top-notch service to our clients is my dedicated Branch Office Administrator, Annette Adkins. We're stronger together, and we look forward to seamlessly and comprehensively serving our clients' needs for many years to come. I was born, raised and started that little lawn mowing business here in North Carolina and attended High Point University. Now, my wife, Jordan, and I live in Hillsborough. We’re actively involved at The Summit Church, serving in Summit Kids and as small group leaders. We enjoy being outside — working out, boating, fishing, hiking and golfing. We welcomed our first child, a son, in 2023. Before too long, I imagine he’ll be out there mowing the grass, too. Please call the office today at (919) 973-1316 to schedule a complimentary initial consultation.
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*2025, 2026 Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors Best-in-State for NC, published August each year, research by SHOOK® Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
