Hello, and thank you for visiting my page! As a goals-based financial advisor with 13 years of professional experience, I want to know what is most important to you and partner with you throughout your life to help you reach your goals. My mission is to have a positive, meaningful impact on you and your family.
Raised in South Carolina, I came to Maryland in 1998 after earning a Bachelor of Science in computer science. Soon after beginning my career as a software engineer, I was introduced to investing. While I spent the next nine years developing software, my interest in investing gradually grew to a passion. Once I started having kids, I didn't have time to maintain a career in something I wasn't passionate about, so I decided to merge my personal passion with my professional career. In 2007, I became a financial advisor with Edward Jones.
In my commitment to my clients, I earned the AAMS® designation in 2012 and the CFP® designation in 2014. In 2018, I became a limited partner of the firm. I have also served in various leadership and mentoring roles within the firm, most recently as client solutions leader for the Central Maryland region.
I am fortunate to serve with an extraordinary team at my side. With 13 years of service with Edward Jones, senior branch office administrator Susan Fox is dedicated to serving our clients' financial needs. She is also a limited partner of the firm. In 2018, we added Patty Brown as a part-time branch office administrator. Together, we serve a limited number of client families to ensure we provide the high level of service they deserve and expect.
My wife, Amy, and I have three kids, Ariana, Alex and May. I am an active member of our church, serving on the trustee committee and the Permanent Endowment committee. In the bit of free time I have, you may see me running on the B&A Trail, at Kinder Farm or at Bacon Ridge Park. And we love to travel!
Give us a call – we look forward to speaking with you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- College Savings
My Personal Interests
- Spending Time with Family
- History and Museums
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