Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include making sure you’ve saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs, define your goals and work towards executing your strategy.

I’ve been a member of the Edward Jones family for over 10 years. I became a limited partner with Edward Jones in 2015. I have been an active member of our regional leadership team since 2013. I was named regional recruiting leader in 2017, where I am responsible for the growth of Edward Jones financial advisors encompassing the Metro Richmond area.

I earned a bachelor’s degree in business administration from the University of South Carolina in 2009. In addition, I received the AAMS® professional designation in 2013. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

On a personal note, my wife, Michelle, and I reside in West Point with our daughter, Mikayla. We spend all the time we can together as a family and enjoy participating in local community events. I am passionate about serving the community and am currently a councilman for the Town of West Point, past president of the Rotary Club of West Point and a board member of the Middle Peninsula Alliance.

My branch office administrator, Tricia Orenstein, has over 11 years of experience and is dedicated to providing an ideal client experience. My team uses an established process to help you build personalized strategies to reach your goals. I focus on learning what is most important to my clients. I want to know what hesitations you may have, and I want to make the process simple and easy to understand, so that you can have a great client experience.