Financial Advisor
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I have over 27 years in the financial services industry, including as an investment analyst, private banking, investment banking, and financial advisor. I am married with 4 children, 2 grandkids, 2 dogs, and a cat. We live in Bealeton, VA and I have been with Thrivent for over 10 years.
Avid outdoorsman to include fishing, hunting, and very light hiking. I am a fan of the Washington Nationals, Redskins (Football Team/Commanders), and Capitals. My family and I are very active sponsors of The Sweet Julia Grace Foundation and have been for about 7 years.
- Habitat for Humanity
- Wounded Warriors in Action
- Serve our Willing Warriors
- Carried to Full Term
- The Sweet Julia Grace Foundation
- Alex's Army
- George Mason University, BS in Business Administration, 1999
- FIC (2019)
- Million Dollar Round Table
- Bachelors of Business Administration/Management, George Mason University
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alabama
- Colorado
- Connecticut
- Florida
- Georgia
- Idaho
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- New York
- North Carolina
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Texas
- Virginia
- Washington
- Washington DC
- West Virginia
Insights
That’s the idea behind charitable bunching—combining multiple years of charitable gifts into one tax year to potentially increase your itemized deductions.
Same generosity.
Different strategy.
Let’s talk about whether charitable bunching could make sense for your financial plan.
https://connect.thrivent.com/piedmont-financial-associates
#CharitableGiving #TaxStrategy #Generosity #FinancialPlanning #GiveWithPurpose
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.
Have you used your Action Teams yet? Get involved in the community and make an impact ❤️
https://www.thrivent.com/about-us/membership/thrivent-action-teams
For disclosure information, see thrivent.com/social.
Because a good financial plan isn’t just about what you have.
It’s about what you want your life to look like.
For disclosure information, see thrivent.com/social.
#FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Washington Update
Oct 27, 2026, 5:00 PM UTCVirtual | English
Kickoff for Kindness: Navy Football Family Day
Nov 7, 2026, 6:00 AM UTCNavy-Marine Corps Memorial Stadium 550 Taylor Avenue Annapolis, MD 21401
Office location
Warrenton Location
205 Keith Street Suite 2
Warrenton, VA 20186
Phone540-680-2690HoursWarrenton, VA 20186
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations