My goal as an Edward Jones financial advisor is to add significant value to the lives of every client. I have built my practice by partnering with individual investors, and truly getting to know them, so that I can understand what is most important to them and their family.I see my relationships with my clients as partnerships that we will build and grow for their entire lives. We most enjoy partnering with clients who have more complex financial situations. Multi-generational wealth planning may seem daunting, but it is a task that we gladly accept. You see, we have found that most clients want help with more than just investments. They want real wealth strategies—a complete approach to addressing their needs, wants and wishes.We break our advanced wealth strategies down into four parts: wealth enhancement, wealth transfer, wealth protection and charitable giving. As your financial advisor, my team and I will help you take care of these issues. This process involves me building relationships with three key groups: my clients, my network of financial professionals and my clients’ other professional advisors, such as their attorneys and accountants.My branch team looks forward to providing this exceptional level of service to you and your family.Originally from the Winston-Salem area, I received my bachelor's from UNC Chapel Hill (Go Heels!) and have lived here in the Triangle since 2019. My spouse, Meredith, and I have one very spoiled golden retriever named Lemon.