After spending ten years as a accountant, I realized that I valued purpose over a paycheck and wanted to direct my financial career toward helping people one-to-one. As a result, I joined Edward Jones as a financial advisor so I could help people build their wealth and do more good. I believe that building individual wealth is the first step towards a better future: When we HAVE more, we GIVE more
– to our loved ones, our favorite charities, and our community. As a financial advisor, I supply the knowledge and tools for you to gain financial clarity and will help you define a strategy to achieve your goals. If you’ve been feeling:
● Restless about the cash you’ve accumulated because you aren’t sure how to start investing
● Overwhelmed by multiple financial priorities because you want to ensure you can meet them all
● Anxious about a shift in your financial situation because you’re not sure what changes to make
OR just curious about what you could further optimize in your finances… I’d love to help. I use a personalized approach with my clients, tailoring strategies to meet individual needs. As a trusted partner in developing a financial roadmap for your future, I’ll also liaise with your accountant and estate planning attorney to seamlessly manage your finances as part of a team. Since moving to the Midlothian area of Richmond, my wife, Lil, and I have welcomed and raised our two children, Emma and Rory. Being a father has only strengthened my resolve to help people “do more good” for themselves and for others. My community involvement includes serving on the board of Better2getherRVA and the Midlothian Rotary Club. If you’d like to explore working together, please contact me to schedule an initial meeting (at no cost) to discuss your needs.
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