My career with Edward Jones began shortly after graduating from Campbell University's renowned dual-degree program, where I earned an MBA, a bachelor's degree in trust and wealth management, and a minor in financial planning. With over a decade of experience, this unique educational foundation has provided me with a distinct perspective on understanding and managing clients' financial needs, which
I further enhanced by earning my CFP® certification to offer a more comprehensive approach. In recognition of my work, I was recently named to the Forbes Next Gen Best-in-State Wealth Advisors* list for Virginia:
- Ranked #12 in 2025
- Ranked #17 in 2024
- Ranked #21 in 2023
Having grown up in Northern Virginia, I recognized that affluent families and business owners in South Riding, VA, were underserved, without a local financial advisor. During my time at Campbell, I met my wife and best friend, Lourdes, who also leads a thriving Edward Jones practice in Potomac Falls, VA. Both of us competed at the Division 1 level - Lourdes played tennis, and I played football. We are now proud parents of two wonderful children, Luka, born in 2023, and Skylar, born in 2024. Our success is supported by an experienced and dedicated team. Tammy Pierce, with over 25 years in the financial industry, is an essential part of our practice, ensuring our clients receive the highest level of service. She resides in Centreville, VA, with her husband and son and enjoys family time, walks and attending hockey games. To further support our growing practice, we welcomed Preetha Gopi Kumar, who brings a wealth of experience in corporate finance, mortgages and investments. She lives in South Riding, VA, with her husband and daughter, and enjoys music, traveling and cooking. Together, our team delivers a collaborative and client-centered experience, offering exceptional service to meet your financial goals.
*Forbes Top Next-Gen Wealth Advisors Best in State, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
