I began my career with Edward Jones in 2010 and became a limited partner in the firm in 2019. My team and I help families make smart financial decisions so they can spend more time with the people they love, doing the things they enjoy.

If you’re looking for an experienced, caring and responsive financial advisor, you can trust that I will be by your side to help you stay on track toward achieving what matters most. We appreciate your trust and take this responsibility very seriously.

Our Services

Investment consulting - asset allocation, portfolio construction, risk evaluation and performance analysis

Advanced planning - wealth enhancement (cash flow and tax considerations), wealth transfer, wealth protection and charitable giving

Relationship management - regularly scheduled reviews, calls and in-person meetings, and collaboration with your team of professionals

Business Transition planning - engage with owner's advisory team and align business transitions to personal goals

Who We Serve

We help families with closely held businesses — primarily in North Carolina, but also across the country — navigate key financial milestones. Our clients often seek to build lasting family wealth, transition a business, achieve a work-optional lifestyle or retire smoothly and successfully. We provide guidance for these and other complex financial needs.

A Little About Me

My wife of 20 years, Beth, and I live in High Point with our two active teenagers: Molly (16) and Ben (15). We love to travel and enjoy making memories together as a family. I spend my free time playing bad golf and average guitar, trying to stay fit and I love to cook outside.

Meet Our Team

Our branch team is dedicated to providing a warm, welcoming experience while delivering personalized financial guidance.

Aggie Graham, our senior branch office administrator, is the heart of our office, making sure everything runs smoothly. She and her husband, Tim, live in Jamestown, where she enjoys crafting authentic Italian cuisine. Fun fact: Aggie is fluent in Italian and a 21-year cancer survivor!

Christina VanVoorhis, our registered branch associate, works closely with clients to enhance their financial lives. Christina and her husband, Tom, have two children: Caitlin, a talented artist, and Alex, who serves in the U.S. Air Force. Christina loves cooking, karaoke and staying active with health and fitness.

I invite you to give us a call, stop by our office and experience what makes our practice unique. We look forward to meeting you!