As your Edward Jones team, we are grateful for the opportunity to establish meaningful, personal relationships with our clients and their families. It is our privilege to work with you to deeply understand your unique financial needs and develop specific strategies that represent your values and bring your goals to life.Financial markets can be complex and challenging. Changes in tax laws, economic cycles and global events can influence our investment outlook. Whether you need to plan for retirement, sustain income in retirement or have estate considerations, we will follow a methodical and careful approach to help you navigate these complexities and stay on track.A 14-year veteran of financial services, I began my career with Edward Jones in 2011. Prior to joining the firm, I owned and operated a family restaurant with my wife, Carolyn. The restaurant instilled in me the value of customer service, hard work and attention to detail that I carry forward in my work with clients at Edward Jones.As a CFP® professional, I am committed to serving clients with the utmost care, prudence and diligence. I also hold the ChFC® designation from The American College of Financial Services® and the AAMS® designation from the College for Financial Planning®. I attended Clemson University and graduated cum laude with a bachelor's degree in English.When I'm not working with clients, I enjoy volunteering in the community. I am an active member of the Lions Club of Mills River and serve as a delivery volunteer for Project Dignity of WNC. On the weekends, you may find me picking a North Carolina banjo tune alongside a fiddle and guitar!I am most grateful for the partnership and expertise of my teammates, Senior Branch Office Administrator Jane Cook and Client Service team member Nicole Ballard, who are dedicated to providing you with the highest level of service and believe in treating clients like family. Please feel welcome to contact us anytime!