In 2007, I embarked on a journey that led me to a hidden gem, working with Edward Jones. After several interviews, pleasant persistence and a lot of hope, my dreams came true with an offer from a firm that believed in my core values of hard work and true partnership. Over the past 13 years, my team has successfully helped multiple generations of families reach their financial dreams. The years of experience as a financial advisor and becoming a CFP® designated professional have helped to establish a practice built upon genuine, lasting relationships.

My true passion is building relationships with investors who value a lifelong partnership in a fast-paced world. During our first meeting, we take the time to learn more about you, your financial needs and your most important goals. Then, we begin to build your strategy based on evolving life needs. In every major decision thereafter, we take the time to collaborate with your CPA, attorney and other professionals to provide tailored recommendations for your financial strategy. Throughout the entire process, we help to ensure that you and your family are protected with a solid foundation to reach your life goals.

I am supported by Darci Miller, my senior branch office administrator, who is dedicated to providing an exceptional client experience. We are proud to serve a variety of clients, from individual investors to multigenerational families to small business owners. Since I am licensed in multiple states, we are pleased to serve clients and their loved ones beyond the borders of Maryland.

Outside of Edward Jones, my most gratifying role is that of a husband to my wife, Betsy, and father to my two sons, Quincy and Silas. As a family, we enjoy camping, hiking, biking, traveling and reading.

At Edward Jones, our focus is on you. My team looks forward to helping you and your family reach your long-term financial goals. Call our office today to get started.

Focus areas

  • Employee Stock Options
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Camping
  • Coaching Sports
  • Golfing
  • Outdoor Enthusiast
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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