After graduating from Penn State University with a bachelor's degree in environmental engineering, I embarked on a career with MeadWestvaco, now known as WestRock, and Richmond, Virginia became a home for my family.

Always having a passion for finance, my college roommate and financial advisor, who handled my Edward Jones account, approached me with an opportunity that forever changed my family's life.

I am a seasoned financial advisor with more than 23 years of experience in helping people reach their goals. It's not just a job – it's an opportunity to fulfill my passion to enrich the lives of families and businesses throughout Virginia and 16 other states.

I have served the firm in different leadership roles throughout my career. In 2007, I became regional leader of Central Virginia and a general partner of the firm in 2010. I served in that role for 15 years. I was named to the 2022 and 2021 Forbes Best-in-State Wealth Advisors in the State of Virginia, Southern area. More information on the rankings can be found at [Source: 2022; data as of 6/30/2021]

This growth has been a team effort. Lisa Faulkner, my Senior Branch Office Administrator, who leads our branch support, and my branch office administrators, Mary Estes and Mindy Johnson, have a combined experience of over 50 years. We strive to provide highly personalized service.

Family time is my priority. My wife, Megan, and I have been married for over 25 years. We have four children: Makenna, Brooke, Luke and Hannah. We love to travel both in the USA and abroad; backpack the Appalachian Trail; support our children in academics and sports; and spend quality time with family and friends at Smith Mountain Lake.

My goal is simple – help each client achieve their goals and provide for a secure future. To bring intentionality and purpose to your finances. My team wants to know what's important to you, what are the best strategies we can use and how we can help you achieve financial security for your future.

Thank you for taking time to learn more about me and my team.


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
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

Email Me

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