I work to help individuals and families who are committed to their retirements to make the complex simple by finding the right investments that fit their life’s goals. I partner with each of my clients’ CPAs and attorneys and am dedicated to helping them live comfortably in order to create a meaningful legacy.

Since joining Edward Jones in 1999, I have earned the CERTIFIED FINANCIAL PLANNER™ certification to keep up with the most current strategies and information that may be available to my clients. I was named a 2022 and 2021 Forbes Best-in-State Wealth Advisor in the state of Virginia, southern area.* Prior to my financial services career, I worked at MeadWestvaco, now WestRock. I graduated from Penn State University with a bachelor’s degree in environmental engineering. With my background in engineering, I am extremely detailed, goal-oriented and a passionate problem solver. I bring these qualities to all of my client relationships as we partner together to identify what is most important to you and build a financial strategy that meets your unique goals. My team includes Lisa Faulkner, Branch Support Leader, Mindy Johnson, Senior Branch Office Administrator, and George Rowley, Associate Financial Advisor. We work with families and businesses throughout Virginia and 16 other states.

A native of Wilmington, Delaware, I am now a proud resident of Richmond, Virginia. My wife, Megan, and I have been married for more than 27 years and have four children. Makenna is a graduate of Liberty University and Brooke is currently at James Madison University. Luke and Hannah attend Cosby High School and are in 10th grade. We also have two dogs: Phoenix and Hazel. Megan and I love supporting our children both in academics and in sports. Family is a top priority for us and together we have all learned through the years the importance of communication and collaboration. We love to travel in both the U.S. and abroad, and especially enjoy backpacking the Appalachian Trail, as well as spending time at Smith Mountain Lake.

*Forbes Best-In-State Wealth Advisors in Virginia in 2021 and 2022, awarded 1st quarter each year, research by Shook Research, data as of June of prior year. Compensation provided for using, not obtaining the rating.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Hiking
  • Camping

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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