Edward Jones

What is your version of the American Dream? As a teenager I loved the opportunity to go to work with my father. He owned a welding shop in southern California and built things to make people's lives better. I admired the fact that my father was an entrepreneur and living his version of the American Dream. Unfortunately today my father has Dementia and lives in an assisted living facility. His quality of life has been severely compromised. What I didn't realize as a young man is that my father never prepared for retirement, much less a sentence of Dementia. I am determined to create a better life for myself, my family, and my clients.

By helping our clients understand the importance of developing a financial strategy they can realize the lifestyle and goals they've always dreamed about. Whether those goals are to provide for their kid's education, protect their family, or enjoy a comfortable retirement, I strive to help them achieve those dreams.

We aspire to be the most well respected financial practice in our community, known for helping organize, build, protect and eventually transfer wealth. We work with a select group of affluent families and business owners here in the Triangle. We proactively educate our clients and their children to plan for their futures, while remaining a valued resource and trusted friend.

Outside of work I cherish spending time with my wonderful wife Angie and our beautiful blended family of seven children. Angie and I enjoy being involved at church, cub scouts, and in the volunteer work we do in the Triangle. I serve on the boards of JDRF of the Triangle and the Masonic Home for Children in Oxford. I am very active in a local Toastmasters club. Angie and I also like walking, hiking, cycling, golfing, and kayaking. I recently competed in the 2019 Boston Marathon, a long-time dream of mine.

Contact me at (919) 322-1661 or send me an email at [email protected].