As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
Prior to joining Edward Jones, I was a lieutenant colonel in the U.S. Army, retiring after 20 years of service in 2011. I came to Edward Jones in 2015 because I want to help individual investors work toward achieving their financial goals.
A graduate of Wake Forest University, I hold a master's degree in business administration with a concentration in finance.
I am originally from Hamptonville, NC. I am a deacon at Flat Rock Baptist Church in Hamptonville. However, my most gratifying, and sometimes challenging, the role is that of a husband and father. My wife of 25 years, Sherri, and I have 2 children, Maggie is 14 and Wade is 11.
My branch office administrator, Linda Woodall, has 11 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
5377 Robinhood Village Dr. Suite D-04
Winston-Salem, NC 27106
Phone: (336) 922-9101