I began my career with Edward Jones in 1999 in the beautiful town of Bridgewater, VA.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. I help individuals to organize their finances, grow their wealth, use their wealth for income in retirement, protect their wealth from unplanned events and ultimately transfer their wealth to their children or favorite non-profits.

The world of investing can be confusing. My favorite part of my role as a financial advisor is educating people about investments, the markets and the importance of using time-tested, long-term investment strategies to achieve their goals.

I have lived in Bridgewater, Harrisonburg and Rockingham County for most of my life. I received an undergraduate degree from Wake Forest University and a Masters in Business Administration from the College of William and Mary. My wife, Karen, and I have four grown children and three perfect grandchildren with more on the way (hopefully).

I proudly serve on the Operating Board of Directors for the Bridgewater Retirement Community and was a past president/director for their foundation board. I was a board member and past president of the Turner Ashby High School Athletic Booster Club.

I have been an active member and past president of the Bridgewater Ruritan Club for over 20 years. I claim to have the unofficial record for making the most "deep fried Twinkies" in our Ruritan Club's Fry Shack at the Rockingham County Fair over the past 15 years.

My branch office administrator and teammate, Tracy Williams, joined me here in the Bridgewater office in 2022. She is dedicated to providing you with the highest level of service possible.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

Office Information

Mailing Address

Po Box 205 Bridgewater, VA 22812

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More