I am a Financial Advisor that serves individual investors in Charlotte, North Carolina, by focusing on understanding their unique goals and needs. By delivering personalized planning and investment advice to help clients achieve their serious, long-term financial objectives and improve their overall financial wellness.Since joining Edward Jones in 2012, I have helped clients navigate their financial journeys with a tailored approach, emphasizing trust, transparency, and thoughtful planning. I have been dedicated to client care and service and was recognized in 2020 when I was honored with the Spirit of Caring award. In 2025, I was named general partner and regional leader, reflecting my commitment to excellence and leadership within the firm.I committed to continual growth in my practice to better serve our clients. In 2020, I earned the CERTIFIED FINANCIAL PLANNER® certification, reflecting my advanced knowledge in financial planning, investments and ethical practices.I am a native of Charleston, West Virginia, and graduated from The University of North Carolina at Chapel Hill with a degree in economics. While attending UNC, I was an All-American swimmer and completed an internship with Edward Jones, laying the foundation for my financial advising career.Outside of the office, I enjoy spending time with my wife, Jordan, and our three children—Ava James, Livingston and Chase. I also enjoy golf and watching sports, always seeking balance between family, work and personal passions.