As a Financial Advisor with Edward Jones, I help individuals, families, and business owners create and implement strategies to help achieve financial confidence, whether planning for retirement, protecting assets, or navigating life’s transitions. My approach is built on trust, education, and service; values shaped by nearly a decade as a school principal and over 18 years (and counting) of servic
e in the United States Air Force National Guard. These experiences taught me the importance of leadership, clear communication, and putting people first. Today, I bring that same commitment to financial assessment; serving clients with personalized strategies that align with their goals. Though I have a special passion for partnering with veterans, military-connected families, and educators, I welcome the opportunity to help anyone seeking clarity and confidence in their financial future. I have earned the Accredited Asset Management Specialist™ designation. I grew up in Vermont and relocated to Raleigh in 2010. Outside of work, I enjoy spending time with my wife, Jenni, and son, Clark, who stays busy with his baseball and swim teams. While my lifelong passion for golf continues, pickleball has become my newest pursuit, and I’ve built many meaningful relationships within this thriving community. If you’re looking for a trusted partner who puts your goals first, let’s connect. I’d love to learn about what matters most to you.