By serving the financial needs of individuals, families and business owners, our goal is to create a positive impact on our community that will continue for generations to come. We're accomplishing this by using our established process to develop personalized solutions focused on what's most important to you.

In 2005, I became an Edward Jones client and for the past 15 years experienced our firm's client-first approach. It was clear to me that Edward Jones is a partnership that equips their financial advisors to focus on the individual needs of their clients, families and community.

In 2013, I graduated from Liberty University with a bachelor's degree in psychology: human development and counseling. This role isn't all dollars and cents; we have the task of guiding clients through some of life's most challenging moments.

Prior to joining Edward Jones, I spent six years in the commercial insurance sector of financial services specializing in non-profits and commercial risks. I loved working with complex risks to tailor programs that met their individual needs in a simplified capacity.

I am proud to have been born and raised in this community; being a graduate of James Wood High School, I enjoy volunteering in the classroom and teaching other financial workshop throughout the year. I also serve on the board of directors for the Northern Shenandoah Valley Audubon Society.

In 2015, I married the love of my life, Ashley, and in 2017, we welcomed our firstborn, Carson, before welcoming our second child, Alex, in 2020. I came to Edward Jones because I wanted to make an impact without compromising my roles as a husband and father, which I consider to be my highest callings.

Whether your needs are centered around developing a financial foundation, retirement, paying for college, the unexpected or your estate, we have the tools to keep you and your family on track with what's important.

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Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • New Investors
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Reading
  • Fishing
  • Outdoor Enthusiast
  • Technology

Office Information

Office Address

228 Elizabeth Drive Stephens City, VA 22655

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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