Residing in Warrenton, VA, and having a 3-minute commute to my office strategically allows me to spend more time with my clients and with my family. After earning a B.S. in finance from Virginia Commonwealth University, I began my career in the financial services industry in 2008. Working for a community commercial bank, I provided financial solutions to businesses and real estate investors.

Upon completing my M.B.A. from University of Virginia's Darden Graduate School of Business, I worked in management consulting, advising Fortune 500 firms in financial and strategic planning. I later developed and implemented a strategic plan for my family's retail business.

Following the birth of my son, Liam, I sought a career that aligned with my experience and passion for helping others understand their vision and developing financial strategies to achieve their goals. At Edward Jones, I aim to improve the quality of life of our clients, allowing them to focus on their most cherished pursuits and maximize time with their loved ones.
What you can expect from me:
* Confidentiality
* A consistent established process
* A personalized strategy based on your financial goals and comfort with risk
* Regular review of your situation, goals, strategy and investments
* Personalized attention and prompt answers to questions and concerns
* Availability to help your family and friends if they so desire

We are a good fit if you:
* Have long-term goals and are willing to follow an established process to reach them
* Are willing to share financial information, even if it is not held at Edward Jones

Below are some common questions I work with my clients to answer:
* What does an ideal retirement income strategy look like for me?
* How can I increase my portfolio's dividend/interest yield?
* How can I build a tax-advantaged estate and wealth strategy?
* How do I maximize gains and minimize taxes?
* Am I on track to retire when and how I want?
* Should I invest in real estate?

If you do not have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you. Let's start the conversation at [email protected]. I look forward to helping you achieve your goals.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Skydiving
  • Tennis
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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