I grew up in Fauquier County Virginia and moved to the Shenandoah Valley to attend Eastern Mennonite University.
My wife, 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.
As a financial advisor, I am committed to being an advocate for the financial wellbeing of each of my clients. Edward Jones allows me to serve my clients in a personal way, keeping their best interests as my top priority. I work to understand what is most important to the families I serve, and I use an established process to help create realistic goals and implement personalized strategies to help them accomplish those goals. By partnering together, we work to stay on track through all stages of life.
I'm committed to providing clarity. There are three things each client can expect to take away from every conversation.
1. The reason WHY I am suggesting a certain investment or strategy.
2. WHAT you can expect in terms of volatility and return.
3. HOW much it will cost.
I am currently meeting with local and out-of-state clients either in person or via Zoom. Please call us at the branch, and Mary Beth, my branch office administrator, will schedule a time for us to visit.
- Retirement Savings Strategies
- Retirement Income Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
Office Address5 Killdeer Ln
Dayton, VA 22821 opens in a new window
Phone NumberJosh Defnall at (540) 879-2019
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