Many years ago, as a young high school student, a fortuitous encounter with a financial advisor sparked my initial interest in the stock market. That financial advisor encouraged me to read books on the market to better understand the true power of investing. I became fascinated by the idea that buying one share of stock gave me “ownership” in a company and that, in some cases, one share of stock could actually pay me dividends.

As a finance major at Radford University, I continued pursuing my interest in investing. I served as an equity analyst covering the energy sector for the Student Managed Investment Portfolio Organization (SMIPO), where we helped manage funds for the University’s Endowment in the stock market and competed with other schools on portfolio analysis and construction at the annual Redefining Investment Strategy Education (RISE) symposium. I later earned my MBA from the University of Memphis.

Today, as a financial advisor, I devote my time to understanding what is important to you before you invest your money. My team includes an extraordinary Branch Office Administrator, Erin Schwartz. When you decide to work with our branch, we utilize an established 5-step process to help build personalized strategies to achieve your financial goals.

We pride ourselves on delivering an exceptional client experience while helping to ensure you feel informed, in control and secure with all aspects of your financial life. Whether you are preparing for retirement, saving for college, legacy planning or preparing for the unexpected, we will partner together every step of the way to help keep you on track.

Outside of my branch, I enjoy spending time with my beautiful wife and our two wonderful, young children. We enjoy our church family, as well as participating in Pancreatic Cancer Action Network (PANCAN) events. From time to time, you may find me taking cooking classes, playing chess or attempting to lower my handicap on the golf course.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Culinary Arts
  • Traveling
  • Chess

Office Information

Office Address

308 Commerce St Occoquan, VA 22125

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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