My wife and I moved to the Richmond area from Washington, D.C. in anticipation of my daughter's, Emma's, birth back in 2015. Since then, we've welcomed a son, Rory, and have made our home in Midlothian. It's been a joy to see our children grow up here, and we enjoy having the outdoors as well as city amenities so close by.

After spending 10 years in the accounting profession, my wife and I decided it was time for me to find a new opportunity. Not only would that opportunity need to support our family, but it would need to help the community as well.

That opportunity was with Edward Jones. I now serve clients in Midlothian, the Richmond area, Virginia and several other states, helping them to make sense of the markets by providing timely advice and personalized service. I strive to understand the values that each of my clients hold to better serve their needs and help position them for long-term success.

I'm building my business by partnering with individuals, entrepreneurs and small business owners in the region to improve their financial well-being and employ a strategy that will help them reach their short and long-term financial goals. I want to know what's important to them so that I can better serve their needs.

Being a part of Edward Jones has meant being part of a community as well. I'm a proud member of the Midlothian Rotary Club, serve on the board of directors for Better2getherRVA, and I enjoy working with several other non-profits in the Richmond area to help make our residents stronger and better equipped to handle the obstacles that may come their way. I always enjoy learning more about the organizations that my clients support and finding ways to help.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • College Savings
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Community Outreach
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 07:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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