My career at Edward Jones started in 2014 shortly after graduating from Campbell University's prestigious dual-degree program. This program allowed me to earn a master's in business administration, a bachelor's in trust and wealth management and a minor in financial planning. My unique educational background laid the foundation to view a client’s financial picture from a different perspective.

Growing up in Northern VA and experiencing the explosive growth in the area provided me with an opportunity. More specifically, I noticed that individuals, families and business owners in South Riding, VA, were underserved and lacked a local financial advisor. A couple of years later, I went on to become the first financial advisor to open a successful Edward Jones practice in South Riding, VA. In order to provide a more holistic client experience, I earned the CFP® certification.

While in college, I met my wife and best friend, Lourdes McMichael, who moved to the area after our wedding in 2016. Shortly thereafter, Lourdes joined Edward Jones and now runs a successful practice in my hometown of Potomac Falls, VA. Lourdes and I were Division I college athletes at Campbell University, playing tennis and football, respectively. We enjoy spending time with family and friends, traveling, golf and tennis.

A successful practice is not possible without an experienced team. My branch office administrator, Tammy Pierce, has over 25 years of experience in the financial industry. Tammy's impressive background and breadth of knowledge provides our clients with the highest level of service possible. Tammy resides in Centreville, VA with her husband and son. She enjoys spending time with her friends and family, walking and watching, but primarily, attending hockey games.

No two families are the same which is why I spend one-on-one time creating customized strategies with each of my clients. Our branch's unique process and exceptional service provides an unparalleled client experience.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • College Savings
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Golfing
  • Sports Enthusiast
  • Football

Office Information

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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