Not only do I work for Edward Jones, but I also am a third-generation client of Edward Jones.

I have been married over 30 years to my lovely and gracious wife, Melissa, and have lived in the beautiful Shenandoah Valley for over 25 years. We have three boys who are all grown and married. My oldest son is serving our country in the Air Force, my middle son is an engineer, and my youngest son is also serving our country in the Air Force.

I now have three adorable granddaughters!

I enjoy spending time with my family, vintage cars, home projects, antiques, drawing, painting, music, NFL football, golf, movies, family history and history in general.

My office is conveniently located in Fishersville right off the I-64 exit. My Branch office administrator is Jenny Smith. Jenny is a 2010 graduate of JMU. She loves reading, baking and spending time with family and good friends.

I think it is important to know my clients to understand what is important to them so I can partner with them through life and help them achieve their financial goals. When you call or visit, you will always talk with myself or Jenny instead of calling or talking to someone who does not know you or your circumstances.

As a financial advisor, I want to help you and your family organize and protect your wealth as well as help transfer wealth when the time comes. Whether you are preparing for retirement or living in retirement, I can help. I love what I do!

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Divorce Finances
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Branch Team

Email Me

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