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About Me

I am the owner of CW Financial Services, focusing on helping my clients achieve their retirement, college savings, life insurance and long term care planning goals. For the past 9 years, I have helped my clients, particularly small business owners and young professionals organize and implement their financial futures.

In 2008, I was a founding member of Culpeper's Young Professionals Group. I am currently the Chairman of the Board of Directors of the Culpeper Chamber and was named Young Professional of the Year in 2009.

My wife, Kristin, and I live in Culpeper, Virginia with our son, Alec, two dogs (Bailey and Oreo), two turtles (Fear and Spike), and two frogs (Thunder and Lightning). When I am not feeding the pets you can generally find me in the kitchen as cooking has become a passion of mine. In addition, we spend fall weekends at my alma mater, tailgating and watching football at the University of Maryland.

Work History

CW Financial Services
Owner/Financial Advisor
September 2001 to Present
Helping clients with their retirement, college savings, life insurance and long term care planning goals.