An award-winning CERTIFIED FINANCIAL PLANNER™, Fiduciary, Behavioral Financial Advisor™, and bestselling author of On Investing Well: The Elements of Good Investing.
At Hunt Country Wealth Management, our why is based on the experiences of growing up in a typical, small Virginia community where economic struggles and scarcity was often commonplace, where most families experienced the volatility of lower-to-middle-class America and where you learned the meaning of hard work, grit and dealing with economic unpredictability.
I started my career during the recession in 2005 and, in 2007, embraced the opportunity to work for Middleburg Investment Services, a division of Middleburg Financial Corporation. During my tenure I developed a footprint for the firm in Ashburn and Reston, Virginia and was instrumental in developing Middleburg Bank’s Commercial Insurance line.
In 2017, my vision was to create an independent financial planning firm focused specifically on protecting and optimizing retirement income. My wife Heather and I combined our fields of expertise to open Hunt Country Wealth Management. We pride ourselves on translating high-level financial planning expertise into practical, highly personalized guidance to individuals, families and business owners in or near retirement.
- Investment Advisor Representative
- CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
- Behavioral Financial Advisor™
Kaplan Financial Education
Securities Exams Passed:
- Series 7- General Securities Representative Exam
Series 66- Uniform Combined State Law Examination
- Life, Accident and Health
- Long-Term Care and Medicare Specialist
Property & Casualty