I am a seasoned financial advisor assisting clients in developing complete, tailored strategies to help them achieve their goals. I primarily assist clients with retirement income and savings strategies, charitable giving, estate and legacy strategies, and college savings. The trick to this is that none of the aforementioned items can be evaluated in a vacuum. Each component of your finances tends to be intertwined and connected. I truly enjoy the challenge of analyzing each client's entire financial picture and developing strategies to help them meet their goals as efficiently as possible.

After graduating as my high school's valedictorian, I attended the University of Mary Washington, graduating magna cum laude with a degree in mathematics (with a physics concentration). Afterwards, I decided to join Edward Jones and establish the firm's first office in Centreville, VA. I recently celebrated my 15th year with Edward Jones as a financial advisor. My branch office administrator, Lauren Miller, is an integral part of our team. She has been with the firm since 2010 and was named a limited partner in 2019.

At Edward Jones, I have served in various leadership positions primarily involved in the training of new financial advisors. I've earned the CFP® certification and the AAMS™ designation. In 2015, I was named a limited partner with Edward Jones. Recently, I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking.* I was also named to the Next-Gen Best-in-State Wealth Advisors 2022 by Forbes and SHOOK Research.**

Outside of work, I serve on my church's men's ministry and finance teams. My wife, Courtney, and I live in Fairfax Station with our two daughters, Lillian and Emma.

*2022 Forbes Best-in-State Wealth Advisors for Virginia, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
**2022 Forbes Top Next-Gen Best-in-State Wealth Advisors in Virginia, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • College Savings
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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