My Purpose It is my purpose as a financial advisor to provide the financial advice to help you live life on your own terms. I bring a different perspective to my role as a financial advisor. Prior to joining Edward Jones in 2014, I spent over a decade in the construction industry helping families with one of the largest investments in their lives. I counseled individuals of all ages and walks of life, helping them achieve their goals. Along the way, I built a reputation true to my values of honesty, empathy, hard work, respect for others and always keeping my word. The Clients I Serve Individuals who are serious about achieving their goals and prefer a personal, more holistic approach. Specifically, my practice focuses primarily on people in retirement or near retirement, young professionals, business owners and foundations. How I Partner with My Clients I take my time to get to know my clients on a deep level before providing any recommendations. From the very start and without exception, it is always about each individual and what they want to achieve. I keep them focused on what is most important to them and proactively stay in touch to help keep them informed and on track. Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. Edward Jones has a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.A Few Fun Facts I currently live in Shelby, North Carolina, with my wife of 20 years, Jenny, my daughter, Tallula (13), and my son, Rhodes (5). As a family, we love traveling and going to see new places. We also love the outdoors and enjoy hiking in the North Carolina mountains and visiting as many waterfalls as we can. I enjoy playing golf and soccer with my daughter, and attending college football games.