I've spent years learning what business owners need, from a financial perspective, and how to help them organize and prioritize their financial picture and goals so they can enjoy transition into a "work optional" chapter of their lives. As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is important to you before investing your money. Working cl
osely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. We will also monitor your progress to help make sure you stay on track or determine if any adjustments are needed. Throughout it all, my team and I are dedicated to providing top-notch client service. I grew up in Northern Virginia and, in 2001, graduated from the University of Florida with an accounting degree. Following college, I entered the Officer Candidate School program of the United States Marine Corps and served four years as a Marine Officer including one combat deployment to Iraq in 2004. In 2006, I joined Edward Jones as a financial advisor, opening the first branch office in Purcellville, VA. I became a limited partner with the firm in 2011 and have assisted in the financial advisor training and opening of two additional branch offices in town. I received CFP® certification in 2011, the ChFC® designation in 2020, and the CEPA® designation in 2024. For the past two consecutive years, my team and I were recognized among the Forbes Best-in-State Wealth Advisors. When not at the office, my wife and I stay busy raising our children and traveling. I am fortunate to have Kristen Hickman, Branch Office Administrator, and Morgana Herrera, Associate Financial Advisor, 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. I look forward to our continued partnership with our clients and to building relationships with new clients in the years ahead.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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