I moved to Fredericksburg in 2012 after transitioning out of the U.S. Army, where I was a Blackhawk Helicopter Crewchief. I still serve one weekend each month in the U.S. Air National Guard as an F-16 Propulsion Technician. Our City of Fredericksburg is a wonderful place to raise a family, and you may see me out on some of our biking trails, at a local BBQ restaurant or at an ice cream shop downtown with my wife and three daughters.
I was raised to respect the fact that a firm handshake, making eye contact and honoring your word are some of the greatest assets we can have, and I make a point to try to share those values with my children and the foster children that come through our home. I am passionate about taking the opportunity to really make a difference in the lives of the local families and small business owners I work with by taking the time to listen and find out what is truly important to them; that is the greatest driver in why I chose a career at Edward Jones, where I can sit down one on one and help clients take some of the burden off of their shoulders.
I take the time to learn what questions about finances and retirement planning keep my clients up at night and I work with them to find tax-efficient strategies and the most appropriate route to help meet goals. I have a special place in my heart for military and federal employees and contractors, and find that we can provide a good amount of value in coaching them on how to prepare for a retirement with your specific retirement system. We use an established process and partner together throughout life to help meet and stay on track for your long-term financial goals.
Focus areas
- Military Professionals & Veterans
- Divorce Finances
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Socially Conscious Investing
Focus Areas
- Military Professionals & Veterans
- Divorce Finances
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Aviation
- Fishing
- Hiking
- Mountain Biking
- Golfing
Personal Interests
- Aviation
- Fishing
- Hiking
- Mountain Biking
- Golfing
Office Information
Phone Number
Dan Whitley at (540) 371-3953Branch Team
- Cheryl Carey
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 02:30PM |
Friday | 08:00AM - 02:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 02:30PM |
Friday | 08:00AM - 02:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Cheryl Carey
- Branch Office Administrator
Branch Team
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