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Specialties
I am a very blessed man with an amazing bride and four children.
I have lived in Salisbury, NC since 2003 and have been in North Carolina my entire life. I try to live my life based on faith, family and service to others. I love dogs over cats, Pepsi over Coke and am a complete child of the 1980s! Using my experience in the financial services marketplace, I am investing back into my own community to help my friends, neighbors and fellow businesses achieve their financial goals through my own Edward Jones practice. I have over 25 years of extensive, hands-on leadership skills grown within the investment industry and credit union movement. These skills include team building and direction, mentoring, strategic planning and implementation, orchestrating progressive change, making opportunities out of challenges and championing these industries with passion at every level. I focused on creating environments where goals for client service satisfaction are met and expectations exceeded. This allows me to help ensure that the relationship is at its full potential to improve the overall financial lives of my clients. I have had the privilege to affect hundreds of thousands of families through cooperative philanthropy and working with clients and members one-on-one on the local, regional and multistate level. Skilled at establishing and implementing a strategic vision in a continuously changing environment, I help to deliver results and improve operational performance.
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Always free for clients.
ChFC©, CKA©
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
https://www.edwardjones.com/sites/default/files/acquiadam/2023-03/account-agreement-and-other-disclosures.pdf