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Specialties
Throughout my life, helping others has been an integral part of who I am.
I chose a career in financial services because I believe I can make a difference in the lives of families in my community. Being with Edward Jones, I'm able to help people make progress towards their money goals, often in ways they didn't know were possible. Money can be a personal and taboo thing to talk about, which is why it's such a privilege to walk alongside clients as their lives unfold, helping them understand the investment world in terms they can relate to. With a background that includes a degree in mechanical engineering, consulting for non-profits and running a boutique personal-training business, I am a natural problem solver who excels at making complex situations simpler. Guided by core values of integrity, giving back and a growth mindset, I believe in building trusting relationships that strengthen both individuals and communities. In 2022, my wife and I moved to Western North Carolina from our home state of Texas. We quickly found welcoming friends that confirmed we had found the place for us. We love being out and about throughout WNC chasing waterfalls, fly fishing, playing volleyball, frequenting farmers markets and sharing meals with people we care about. My primary emphasis is supporting good people to live the fulfilling lives they desire. To be able to make this happen, it takes building trust through consistent, personal service while building a relationship that will last decades and is deeper than the numbers. Because of this, I work best with clients who: • Have long-term goals they don’t want to compromise on • Are curious and coachable about how they can use their money • Seek professional guidance focused on their best interests If you desire to turn your money goals into a clear, actionable plan and you seek accountability so that the rhythms of life don't derail you, let's connect. Shoot me a message here or call my office, and we can explore the best way for you to create a financial map for your life's adventure.
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Always free for clients.
WMCP
Chartered Designations
What do these credentials mean?
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