About Me

 

I began my investment industry career in 2006 and joined Stifel in 2019.  Prior to Stifel, I spent the majority of my career with Edward Jones.  I hold Series 7 and 66 securities licenses.

Active in my community, I am an advisory board member of the Veterans History Museum of the Carolinas and The Transylvania Endowment, an affiliate fund of the Community Foundation of Western North Carolina (CFWNC).  In addition, I served as past president of Pisgah Forest Rotary Club and two-term past president of the Haven, Homeless Shelter.

My wife, Mary, and I have been married for more than 15 years and have two children, Evie and Brooks.