About

True financial strategy begins with understanding - not assumptions. In my office, we take the time to study every layer of your financial picture before offering any direction forward. That deliberate pace isn’t hesitation; it’s discipline.

With over two decades of military service, I’ve learned that structure, clarity and calm under pressure aren’t optional - they’re essential. I brought those same principles into wealth management when I began my career with Edward Jones in 2016. My practice is built around one guiding belief: Clarity earns confidence. We focus on helping individuals, families and business leaders make decisions that are evidence-based, tax-efficient and behaviorally sound.

Many of the families and executives I serve arrive with complexity - concentrated stock positions, deferred compensation, succession timing or overlapping personal and business objectives. Our process is designed to manage that complexity through structure, not speed. The first year of our relationship is intentionally slow-moving, dedicated to discovery, alignment and developing strategies that reflect how you actually live and lead.

Every relationship we build rests on the same foundation:
• Simplicity over complexity. Simple isn’t unsophisticated - it’s stable.
• Discipline over prediction. Markets fluctuate; process shouldn’t.
• Behavioral coaching over noise. Data beats drama, especially when emotions run high.

When major transitions occur — whether a liquidity event, inheritance or ownership change - our goal is to help you remain informed, prepared and in control.

I hold a graduate degree in trust and wealth management and a bachelor’s degree in business administration from Campbell University. My wife, Melissa, and I are raising our blended family of six children here in Fayetteville, where we’ve been rooted since 2009. Our family enjoys gourmet cooking, aviation and the occasional woodworking project that tests both patience and physics.

When we meet, my goal is simple: You’ll leave more informed, more confident, and equipped to make decisions that stand the test of time.

Financial Advising, Financial Planning, Business Retirement Plans, Business Transition Planning, Estate Coordination, and Financial Planning