I reside in the City of Galax with my wife, Dr. Meagan Helmick, who works for the health department. We have two mastiffs and a Great Dane. We are both very involved with animal rescues. I have served as a councilman for the City of Galax, a deacon at First Baptist Church of Galax, on the Galax Downtown Association, the Chestnut Creek School of the Arts board, the Boy Scouts board of Southwest Virginia and the local United Way board. In my free time, I enjoy playing soccer and woodworking.

Previously, I have worked in the insurance industry with State Farm and Genworth Financial. Now, with Edward Jones, I strive to provide my clients an ideal client experience. The first step is understanding what is important to you, the client. Together, we can navigate through the process to build your personalized strategies and the specific actions needed to help you achieve your financial goals. Over time, we will continue to partner together with both you and your family, revisiting your goals and risk tolerance, as well as the strategies we've developed together to help keep you on track to obtaining those goals. As we monitor your financial situation, we will navigate through life together and make the necessary adjustments to keep your goals the priority.

Our ideal clients value their family and their community. They are charitably inclined and value the partnership we have. They understand the importance of a strategy to help accomplish their financial goals. They want a high trust relationship and are looking to simplify and consolidate their financial business and personal life. They also subscribe to the philosophy of long-term investment advice.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Animal Rescue
  • Backpacking
  • Soccer
  • Traveling
  • Woodworking

Office Information

Mailing Address

P O Box 111 Independence, VA 24348

Office Hours

Office Hours
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Branch Team

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