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 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 clients' 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® and AAMS™ certifications. 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. [Source: Forbes.com – April 2022; data as of 6/30/21]

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.

Focus areas

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

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