Our Edward Jones branch is dedicated to providing exceptional client service. We take the time to understand what's important to you, then establish retirement and estate considerations by applying investment, income and wealth preservation strategies. We try to make this intimidating process an easy one for you.

In 2003, I started my career with Edward Jones in Fredericksburg. Since then, our team has helped clients navigate some of the most important life events they've experienced. These life events are pivotal moments for our clients, and we are there each step of the way to help out. Whether our clients are transitioning into retirement or leaving behind a legacy they worked hard for, our deep understanding of what is important to them is paramount to providing guidance.

Our branch office administrators have over 45 years of combined experience helping our clients. Bridgette Zanella, Jean Lowery and Christine Wolinski help ensure our office provides an elite level of client service. Bridgette, Jean, Christine and I are limited partners of the firm.

In 2018, our branch had the distinct honor of being asked to lead over 60 branches throughout Northern Virginia. With this responsibility comes the mission to help Edward Jones branches make an impact on clients' lives throughout the region.

During my professional career, I earned the AAMS™ designation in 2008. In 2016, I attained the ChFC® designation. In 2021, I was named to Forbes/Shook America's Next Gen Wealth Advisors rankings.* I was also named among the 2022 and 2023 Forbes Best-in-State Wealth Advisors ranking.**

I enjoy being active in the community and have served on the board of the Community Foundation as the Investment Committee Chair, and I am currently president. I reside in Spotsylvania County with my wife, Stephanie, and children, Austin and Natalie.

*2021 Forbes Top Next-Gen Wealth Advisors (Top 500 Next-Gen Wealth Advisors), awarded Sept. 21, 2022, research by Shook Research, LLC., data as of 3/31/22. Compensation provided for using, not obtaining, the rating. 
**Source: Forbes Best-in-State Wealth Advisors in VA in 2022-2023, awarded first quarter each year, research by SHOOK LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance & Annuities
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Community Outreach
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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