Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include making sure you’ve saved enough for retirement, leaving something for your heirs or something else? I’ve been a member of the Edward Jones family for over 13 years. I became a limited partner with Edward Jones in 2015 and a Principal in 2023. I h
ave been a member of our regional leadership team since 2013 and was named Regional Leader in 2022, responsible for the performance and growth of our Metro Richmond market consisting of about 70 branch teams. I earned a bachelor’s degree in business administration from the University of South Carolina in 2009. In addition, I received the AAMS® professional designation in 2013. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. On a personal note, my wife, Michelle, and I reside in West Point with our daughter, Mikayla. We spend all the time we can together as a family and enjoy participating in local community events. I am passionate about serving the community and am currently a councilman for the Town of West Point, a board member of the West Point Economic Development Authority, and past president of the Rotary Club of West Point. My team of Tricia Orenstein and Taylor Bloom, are dedicated to providing an ideal client experience, focusing on learning what matters most to our clients.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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