I have always been passionate about making an impact and helping others by understanding their vision and developing a strategy to achieve their goals. At Edward Jones, I am able to utilize my business and investing experience to help others achieve their goals, and the greatest gift is being able to do this in the community I call home.

Over the course of my career, I have had the great fortune to help manage and advise businesses in many industries. After earning my finance degree from VCU, I became a manager at my family's retail business in Marshall, Virginia. I then went to work in commercial banking at Oak View National Bank where I helped businesses use capital to invest and grow while managing risk.

Upon completing my MBA from UVA's Darden Graduate School of Business, I worked in management consulting, advising Fortune 500 firms in financial and strategic planning. I later returned to the family business to develop and implement a strategic plan. Following the birth of my son Liam I sought a career that aligned with my desire to spend time with my family while helping others do the same.

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 it is not held at Edward Jones

Below are some common questions I work with my clients to answer:
- Am I on track to retire when and how I want?
- How can I increase my portfolio's yield?
- How do I maximize gains and minimize taxes?
- Should I invest in real estate?
- How can I build a tax advantaged wealth transfer / estate plan?
- What is my risk tolerance and how much risk am I taking now?
- What has been my rate of return and is it competitive?

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 (540)-272-4545 or [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
WeekdayAvailability
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

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