I help successful working professionals, retirees and business owners in the Greater Lynchburg area and beyond make smart decisions about their wealth, allowing them to lead meaningful lives of impact. Working closely with you and your CPA, attorney and other professionals, I help determine the most appropriate financial strategy for you, your family and your business. My team follows an establish
ed process that begins by taking time to fully understand our clients' unique story, purpose and aspirations. Discovering what's most important to you and your family
2. Alignment of investment strategy with risk, goals and values
3. Helping to enhance your wealth through tax mitigation and income strategies
4. Helping to protect your goals
5. Planning for transferring your wealth, which may or may not be within the family
6. Giving to maximize your impact
In 2014, I began my career as a financial advisor in Lynchburg with one goal: to help people with integrity, care and skill. This continues to drive me today. I became a limited partner with Edward Jones in 2022. I hold of Bachelor of Science and Master of Business Administration with a focus in organizational leadership from Liberty University. My branch office administrator, Lianne Nuckolds, and I have been partnering together since 2015 to serve our clients. She is the heart of our office. Lianne is dedicated to providing our clients with the best customer service experience. In her free time, you can find Lianne spending time with her husband, Tim, visiting local festivals and businesses. She travels to Kentucky as often as possible to see her kids and spoils the cat and dogs rotten. Outside the office, you can find me spending quality time with my wife, Whitney, and our two children. Whitney and I enjoy exploring the Lynchburg area, traveling to new places, golfing together and volunteering in our local church community. You can also find us cheering on the Liberty Flames at many sporting events around campus. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. We love working with complexity while doing so with care. Let's get started!
