As a financial advisor, I am committed to being an advocate for the financial wellbeing of each of my clients. All of my clients have financial goals, not only for themselves, but at times for their children and grandchildren, or for institutions, organizations and charities they would like to see thrive for generations to come. It's my belief that financial strategies should be as alive as the families and businesses they are built for.
It's a privilege to walk with my clients through life's transitions and to provide guidance along the way. For example, if a client recently purchased a home, they might need to re-evaluate their life insurance needs. As life changes, so do beneficiaries and estate considerations. It's important to work with someone who knows you, so they can ask the right questions and provide financial recommendations tailored to your needs.
I'm fortunate to live in the Shenandoah Valley, a beautiful place to work and raise a family. The Valley is also home to a thriving business community. I enjoy partnering with local businesses as they seek retirement solutions and educational support for their employees and loved ones.
My wife, Sarah, and I both graduated from Eastern Mennonite University in Harrisonburg, VA where Sarah is a licensed professional counselor. We have four wonderful children, Elana (7), Teddy (5) George (3) and Lucille (1). As a family, we're committed to our church, love going RV camping and enjoy evenings spent with family and friends over a meal. Over the past 15 years, we've continued to fall more in love with the Valley and all that it has to offer; we're proud to call it our home.
If you're interested in learning more, please call my office today to schedule a complimentary review to see if we might be a good fit in working towards your financial goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
- New Investors
My Personal Interests
Office Address5 Killdeer Ln
Dayton, VA 22821
Phone NumberJosh Defnall at (540) 879-2019
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