Because you deserve financial guidance without hidden agendas
You deserve to know how much you are paying for advice, and why
We are quick to listen and slow to speak
Meet the Team
My interest in investing began in middle school trading baseball cards, where I collected Ken Griffey, Jr. and Jim Thome rookie cards, hoping they would be worth a lot more in the future. Unfortunately, the mass production of the cards resulted in a loss of value and was a foundational lesson for my future career as a financial advisor.
I grew up in Wytheville, VA, the son of a college professor and a high-school teacher. In 1996, I then left home to attend the College of Business at James Madison University. While attending JMU and working at Massanutten Resort, I met a lovely girl named Emily, and we married 4 years later.
After graduation, I began my career with John Hancock, where I met many great leaders and mentors who encouraged my growth and helped me develop my own planning approach. In 2009 I completed the CERTIFIED FINANCIAL PLANNER designation, and then established my own fully-independent firm in May of 2012.
I firmly believe we are all called to be good stewards with the resources entrusted to us. We live in a time in history where, as Americans, we have unprecedented information, wealth, and opportunities. A great deal of responsibility comes along with these blessings.
I live in Bridgewater, VA with Emily, our six creative and rambunctious kids, and our dog Tilly. When not spending time with my family, I enjoy hiking, travelling to new places, golfing and reading. My favorite book is Love Does, by Bob Goff. Other books our team regularly recommends can be found on the LWM recommended reading list page here. My favorite podcasts are the TED Radio Hour and Building a StoryBrand.
I am a native of the Shenandoah Valley where I attended Broadway High School and then completed my Bachelor’s degree in Business Administration at Bridgewater College. Growing up I’ve always been interested in the world of business and finance. This career is perfect for me, because I have always enjoyed collaborating with others. When I work with clients to guide them, I am able to educate them as we work together to make important decisions.
I believe in the mission of enhancing the lives of those around me. Throughout my life, many coaches and mentors and have guided me through important decisions I’ve made. These individuals have impacted my life greatly, and these experiences have made it clear that my calling is to help others make decisions that will have the most positive effect on their life.
My hobbies include playing sports, hunting, golfing, and reading. I was a member of Bridgewater College baseball team and I am currently a member of the Clover Hill Bucks RCBL baseball team. Other topics that I am passionate about are education, economics, human flourishing, and organizational culture.
My favorite book on investing is The Intelligent Investor by Benjamin Graham. Some of my favorite authors/speakers are Michael Lewis, Daniel Pink, Sam Harris, Simon Sinek and George Orwell. My favorite podcasts are Freakonomics Radio, Waking Up, and StarTalk.
I currently reside in Harrisonburg, Virginia.
A chance meeting with David inviting me to work for him brought me into the financial services arena in July 2018. Here I perform the daily tasks required to make the office run smoothly and efficiently and to provide the best customer care experience.
I received my introduction to business at a very early age from my father who owned and operated several businesses as well as investment properties here in the Valley. I was his sidekick and everywhere he went I was there too learning the ropes. I remember conversations with him explaining to me how the stock market worked, how important it was to have and maintain good credit, to always save, save, save and whenever you work for someone, you treat the business as if it were your own. Most of this knowledge shared was years over my head, but fortunately, some of it stuck.
I started my adult career working as a Certified Pharmacy Technician. This career path led me to the doors of Sunnyside Retirement Community where I’ve been employed for the past 21 years. After the 14th year, I changed gears within the company and moved into the corporate office working in the accounting department. Since 2004, I’ve also operated payroll and performed other office and accounting duties for my husband’s construction company.
In 1996, I married the love of my life, Bryan. We reside in Mount Crawford along with our two children, Emma and Mason. We also have two Miniature Schnauzers, Lily and Piper. I enjoy following the tennis and volleyball passions of my daughter and the karate, tennis and golf interests of my son. We love traveling to new places and often are found revisiting our favorites. I also enjoy going to antique and flea markets, gardening- both vegetable and flower (especially daylilies), baking, crafting and creating. I would like to improve my sewing skills…a lot.
Money is complicated, and for many people this makes them uncertain. We listen to our clients and have a process to help them to make wise decisions. As a result, our clients become more confident, knowing that they are doing everything possible to live the kind of life they want.