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.
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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.