One of the most important lessons I learned from my parents was that dreams become goals, which become reality.

My passion comes from a desire to help individuals, families and businesses shape those dreams into goals, and make that a reality through the service and guidance that I provide.

I graduated Radford University in 2000 with a Bachelor of Business Administration with a focus in finance. My work history before Edward Jones gave me informative perspectives working for public and private companies. The insights I received from working in a large, publicly traded company compared to a small family run business have had a tremendous positive impact on my experience base before I came to Edward Jones.

My ultimate vision for those that I work with is to create a comfortable and easy to understand process that helps guide clients to uncovering their financial goals, and understanding how much risk they need to take on to achieve them.

Our office also wants to know the people, families and businesses we serve on a personal level. We hope to partner with everyone that we work with over a lifetime serving multiple generations, and watching businesses evolve over time.

I love to network and serve in my community. I am currently serving on the board of directors for the Wheaton Chamber of Commerce, and also a member of one of the Rotary Chapters in Wheaton. I am a true believer in opening doors with opportunity with those I network with and serve as clients.

On a personal level, I am a father and a husband, a homeowner and dog owner. As such I try to live by example in my career, and thankful to have a family interested in our own life goals!

I am also passionate about continuing my education while working, and I am currently studying to obtain additional professional designations.

Thanks for taking the time to learn more about me, and I look forward to hearing from you!

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Business Retirement Plans

My Personal Interests

  • Personal Fitness
  • Technology
  • Home Improvement
  • Music
  • Art Museums

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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