I began my investment industry career in 1997 and joined Stifel in 2019. Prior to Stifel, I served as a Financial Advisor with Merrill Lynch, UBS Financial Services, and Hilliard Lyons. Having worked for various-sized firms, I have gained unique insight that allows me to help my clients navigate the multitude of investment options they have available to them. Coupling my experience with Stifel’s financial planning resources, my areas of focus include comprehensive financial planning and wealth management, new client acquisition, estate planning strategies, money manager selection, and portfolio construction.  

Outside the office, I serve in a leadership role at my church, and I am a sustained supporter of the Forsyth Humane Society, as well as other local charities. I previously served as a board member with Forsyth County Jail and Prison Ministries and was also the head basketball coach for the West Forsyth YMCA’s age 16/17 boys’ division.

I reside in Winston-Salem and enjoy spending time with my son, Pierce, and playing golf, tennis, and basketball.

I began my investment industry career in 1996 and joined Stifel in 2019. Prior to Stifel, I served as a Financial Advisor with Scott & Stringfellow, UBS Financial Services, and Hilliard Lyons. In the spirit of continuing the legacy of my late father, who began his investment consulting career in 1977 at E.F. Hutton & Co., I truly believe the move to Stifel was best for our team and our clients. 

Active in my community, I am a sustained supporter of Samaritan Ministries and the Food Bank of Northwest North Carolina. I reside in Winston-Salem with my wife, Amie, and enjoy spending time with family and friends. 

I joined Stifel in 2021, and I am dedicated to helping clients address their account-related needs throughout their lives, all while delivering outstanding service.

I am a lifelong resident of Forsyth County and love serving my community in a variety of volunteer activities, including as a youth leader at River Oaks Community Church. Outside the office, I enjoy spending time with my family, both two and four legged.