My primary focus is exit planning for business owners across the country. 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 closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family to help you achieve your goals. I can also help with your retirement savings strategy, so you have more options when you retire. We will monitor your progress to help make sure you stay on track. 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, 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 have earned my CFP® certification, as well as the ChFC® and CEPA® designations. In 2024 and 2025, I was recognized among the Forbes Best-in-State Wealth Advisors in VA*. When not at the office, my wife and I stay busy raising our children and traveling.I am fortunate to have Branch Office Administrator Kristen Hickman and Associate Financial Advisor Morgana Herrera on my team. We are dedicated to providing exceptional client service. We also have the support and guidance from Edward Jones, 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.*2024-2025 Forbes Best-In-State Wealth Advisors in VA, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.