Someone once told me that, "If Will isn't helping someone, he isn't truly happy," and the more I thought about that, the more I appreciated it. Helping others is more than a passion, it's a chosen lifestyle. It's who I am.

As an Edward Jones financial advisor, I want to make everyone's life better. I enjoy developing long-term relationships with my clients, in which they have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized and tailored strategy that will help achieve what is most important to our clients.

I serve on several boards for non-profit organizations and finance committees in our amazing community. I am also a member of The Kiwanis Club of Winchester. When not at the office, I host a radio show and my wife and I stay busy raising our children and traveling.

I am fortunate to have Meredith Burgr-Shoup on my staff. As a team, we are dedicated to providing exceptional client service. We also have the support and guidance from the Edward Jones headquarters, which provides us with advanced technology and industry research and expertise.

We have been blessed to have become the local choice for serious, long-term investors.

Working together, we can develop a complete and tailored financial strategy to serve your current and future goals. I look forward to our continued partnership with our clients and to building relationships with new clients in the years ahead.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Office Information

Office Address

640 Warrior Dr Suite 108 Stephens City, VA 22655

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More