CFP®, AAMS® Financial Advisor for Edward Jones
I joined Edward Jones in 2007 as a financial advisor soon after graduating from
the University of Virginia. I opened my office in Haymarket in June 2008. My senior
branch office administrator, Brenda Keating, joined the office in 2012.
I am a CFP® and AAMS® while holding the following licenses: Series 7, Series
66, life, health, long-term care and annuities. In addition to my role as a financial
advisor, I often train and host new financial advisors in my office.
Community involvement is very important to me. I am the president of Bull Run
Networking, a local business organization, and I sit on the board of the Mental
Health Association of Fauquier County. In addition to these roles, I enjoy coaching
high school soccer at Highland School. I have been lucky enough to coach some
very talented teams that have won 3 state titles.
I married my wife, Blair, in May 2015. Our daughter, Blakely, was born in March of
2016. Our son, Landon, was born in February of 2018. We reside in nearby
Warrenton, VA, where I grew up. My parents, sister and extended family all live in
Providing an ideal client experience is always my objective. Since 2007, I have
advised clients through their working careers, as well as during retirement, with a
focus on developing personal relationships that reach beyond the typical
client/advisor roles. Once I understand what is important to you, I build
personalized strategies to help you achieve your goals. I do so by using my
establish planning process and partner with you to help you stay on track.
I look forward to a long career with Edward Jones and would like nothing more
than to leave a legacy of families who are better off for having worked with me.