For me and my team, our definition of success is giving our clients the confidence to live their lives to the fullest. Our work stems in simplifying their financial lives and going deeper to understand what is truly most important for them. We find our clients quickly come to appreciate the deep level of service we provide by anticipating their needs and building personalized strategies around them.

In many ways, working as a financial advisor is in my blood. My mother has spent decades partnering with clients at Edward Jones as their trusted financial advisor. However, my path first led me to serving our country. Following my grandfather, I enlisted in the U.S. Navy where I served for five years. 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, my wife, Jami, and I chose to settle in Williamsburg. Since then, we have grown roots in the community we now call home. Over that time, I have had the honor of serving hundreds of families and transitioning them from valued clients to extended family and friends.

In 2020, I earned the Chartered Financial Consultant® designation. Candidates for the ChFC® designation must complete a minimum of eight courses and 18 hours examinations. They must also fulfill stringent experience and ethics requirements and participate in continuing education to maintain professional recertification.

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 old Continental. Also, I am an amateur furniture maker and all around handyman. My proudest accomplishments, bar none, are 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 financial advisor. 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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