As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together.
In 2017, I started my career with Edward Jones in Culpeper, VA and relocated to Culpeper County in 2018 with my wife, Camille, and children, Camden and Tayson.
At the Brigham Young University-Idaho, I earned my degree in business management. I was awarded the AAMS® designation in 2018. The College for Financial Planning awards this designation to individuals who successfully complete and pass a 12-module professional education program and exam.
Whether it's planning for retirement, saving for college for children or grandchildren, or protecting the financial future of the ones we care the most for, I take the time to identify each goal and develop the strategy to address it. During our initial visit, I ask several questions, listen to the answers and clarify them so I can truly understand your needs. I then assess how comfortable you are with risk and market fluctuations to truly understand the best strategies to meet your goals.
I also coordinate and work in tandem with other professionals, including CPAs, estate planning attorneys and life insurance specialists to develop a complete financial strategy.
My Personal Interests
Office Address101 Duke St Suite 117
Culpeper, VA 22701
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||08:00AM - 01:00PM|
|Sat||By Appointment Only|
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