I’d spent years traveling three or four nights a
week, helping financial professionals grow their businesses, but I was missing the one
investment that mattered most: my family. That day, I pulled over, called my wife,
and said, “I can’t keep doing this.”
That wake-up call led me to Edward Jones, where I could partner with clients to help
them secure their financial futures while keeping life’s pr
iorities in focus—a mission
that’s driven me ever since. Today, I believe real wealth isn’t just about numbers—it’s
about the life you build, the relationships you nurture, and the legacy you leave. I focus on helping a select group of executives and business owners navigate the
intersection of wealth and purpose—whether it’s analyzing executive compensation,
planning a business succession or crafting a legacy on your terms. My team and I take a
strategic, values-based approach to ensure your goals reflect what matters most to
you. With over 32 years in financial services—including leadership roles at Edward Jones
and prior experience with VanKampen/Invesco and SunAmerica—I bring a deep
understanding of wealth’s complexities. In 2023, I was proud to be named a regional
leader and general partner at Edward Jones, guiding more than 50 branch teams
across Central North Carolina. A Purdue University graduate, I hold Series 7, 63, and 65 securities registrations, plus
licenses in life, health, and long-term care insurance. My wife, Joanna, and I have called North Carolina home since 2001, raising our three
kids here. When I’m not with clients, I’m usually golfing, reading or fishing—always
investing in the moments that matter. Let’s Build Your Legacy
Ready to align your wealth with the life you envision? I’d welcome the chance to talk
about your goals and how we can build your legacy together
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