In 2017, my wife, Lauren, and I achieved a dream of ours by purchasing a business and relocating to the Outer Banks of North Carolina. While we gained a lot of perspective at the beach, in 2022 we were able to move my practice with Edward Jones back up to Northern Virginia and surround ourselves with friends and family in the area we were raised in. Our family's success has been guided by our faith and commitment to balance, and along the way, I've developed a passion for helping others find that balance while writing their own success stories.

I have built my practice around taking the time to understand each client's individual situation, crafting a unique path towards meeting their goals and deploying a strategy to reach those goals. Some of the clients I work with consist of:

- Small and Medium Sized Business Owners: Entrepreneurship is a lifetime sentence and as a business owner, raised by a business owner, I truly understand that statement. Let's craft a plan that takes care of your own retirement, as well as your employees, and an exit strategy that supports your family and legacy.

- Those In or Near the Early Years of Retirement: It can be tricky to shift from a saving mentality to one based around retirement income. We can help ensure your cashflow meets your evolving needs so that you can retire in a way you want and age in a way you deserve.

- Realtors and Other Independent Contractors: Not having access to an employee-sponsored 401(k) doesn't mean retirement should be out of reach. It does mean that having your own strategy is even more important. We will put one together that suits your situation best.

- Those Just Beginning to Plan: You've worked hard and are in the peak of your highest earning years. You max out your 401(k), but what else can you or should you be doing? Are we even sure what we are saving for?

My process starts with a simple "Fit" appointment. This allows us to sit down in relaxed manner and learn about each other to see if you are a good fit for my practice and likewise if my practice is a good fit for your family.

Email me directly at [email protected] to schedule an appointment.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Fishing
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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