I began my career as a financial advisor with Edward Jones in Clayton, NC, in 2000. I grew up in Dayton, OH, and served in the Ohio Army National Guard from 1984-1988 while attending college at Bowling Green State University. I then transitioned to the Air Force Reserve and served another five years in the Air Force while being stationed in Germany. I hold a Series 7 securities license as well as Series 63 and Series 66 State securities registrations, and NC Life/Health Insurance and LTC licenses. I also earned the AAMS®, ADPA® and RICP® designations through the American College of Financial Services.Our client experience process begins with an in-depth information-gathering consultation, where we discuss retirement goals, current financial holdings, income resources, timelines and more. This helps me understand the client's family and financial situation, as well as other unique circumstances that might affect their financial future. I then develop a personalized financial strategy for clients to implement as they work toward their long-term financial goals. We work with a select group of clients who value comprehensive, coordinated advice and guidance related to major financial decisions such as retirement timing, retirement cash-flow planning, business exit planning, Social Security/Medicare filing and asset organization/consolidation, as well as life insurance and long-term care planning.We also coach our clients as they transition through major life events such as retirement, divorce, death of a parent/spouse, job loss, second marriage and disability/incapacity issues. My team consists of two full-time, experienced client service team members, Laurie Huck and Kelly Santry, who take care of all administrative and client support needs. Since 2019, I have served as the North Carolina chair of the Edward Jones Grassroots Task Force, which is a securities industry advocacy group that serves as a constituent resource for our elected officials and their staff to ensure they are well-informed on how legislative issues impact clients and the firm. I also coach and mentor other financial advisors.Outside work, I'm usually spending time with family and friends. I enjoy traveling, planning various home improvement projects, cooking and reading. I've been married for 32 years, have two grown daughters and have lived in North Carolina since 1993.