For me and my team, our definition of success is giving a client the confidence to achieve the retirement they dreamed of. Success is watching the anxiety leave them as we learn about their goals and build a customized strategy just for them. Most of all, success is feeling the appreciation our clients have each time our team exceeds their expectations by giving them the personalized attention and service they deserve.

In many ways, working as a financial advisor is in my blood. My mother has spent decades working with clients at Edward Jones as a financial advisor. My path though, first led me to serving our country. Following my grandfather, I enlisted in the U.S. Navy. While serving, I learned the value of hard work and the impact a team can have while working together. Most importantly, I met the woman who would become my wife and my best friend.

In the summer of 2006, I embarked on my career with Edward Jones. My wife, Jami, and I chose to settle in Williamsburg after we fell in love with the area. Since then, we have grown roots in the community we now call home. Over that time, I have had the pleasure of serving hundreds of families and transitioning them from valued clients to extended family and friends.

When I’m not partnering with clients, I’m honored to serve as an active member of the local community. I have had the privilege of serving as president of the Williamsburg Jaycees as well as the Rotary Club of the Historic Triangle. In my spare time, you can usually find me wrenching on my 1963 Lincoln Continental. Also, I enjoy woodworking and serving as my wife’s personal handyman. My proudest accomplishment, bar none, is raising my two children, Adia and Jacob.

I, alongside my team members, Chrissy Wyatt and Jodi Witt, appreciate the opportunity to serve as your trusted partner. We strive to develop a true relationship with our clients as well as a lifelong partnership. We would welcome the opportunity to serve you and your family.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Car Restoration
  • Woodworking
  • Traveling
  • Home Improvement

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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