Meet Our Team

I grew up in Walkersville, Maryland and received my Bachelor of Science degree in Finance and Mathematics from West Virginia University. I joined Dominion Investment Bank, a predecessor firm of Wells Fargo Advisors, in 1991. I have earned the distinction of being named as a Private Wealth Financial Advisor (PWFA) which recognizes my experience working on the complex wealth planning needs of my clients, including: investments, philanthropic strategies, estate and business succession strategies, family dynamics and fiduciary services.

Jay has been named to the Forbes Best-In-State Wealth Advisors for 2023. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Jay has been named to the Wells Fargo Advisors Platinum Council for each year from 2007 - 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.


Why I love what I do
I have always been a natural problem solver. I love gaining a deep understanding of the unique financial complexities each of our families share with our team. Helping to bringing clarity to these situations and designing solutions and plans that provide order for our clients is very rewarding.

More about me
For the last twenty years, my wife Tracy, our four boys, and I lived in Manakin Sabot, Virginia. We recently made a big change and moved to the Fan District in Richmond. The reduction of commuting time was the driver of this change. The hours I have put back in my schedule has allowed me more time to pursue my interests in cycling, fishing, and volunteering with local organizations.

I was born and raised in eastern North Carolina and graduated from the University of North Carolina Chapel Hill with BS degree. As you can imagine I am a HUGE Tar Heel fan!

Why I got Into This Business
My decision to become a Financial Advisor was influenced by family history. My father died at age 38 leaving a wife and two young children. My father had financial difficulties as a business owner but had planned for the future with life insurance. The insurance allowed my mother to pay for a home and support her children. I learned at a very young age that there is no substitute for planning for one’s financial security

Why I Love What I Do
Family wealth creates complexity. I thoroughly enjoy working with our clients to deal with this complexity and provide options for them to solve the issues they face based on their values and goals. This process includes multiple generations, establishes the family’s legacy for those future generations and creates possibilities that otherwise would not exist.

With over 20 years as a Financial Advisor, I am now a Senior Vice President and a Wells Fargo Advisors Platinum Council in 2014, 2020 and 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Prior to my career in financial services I graduated from the Virginia Military Institute – With Distinction.

What inspires me
There are a lot of very smart people out there that maybe don’t have the time, understanding or resources to devote to their personal finances. I enjoy being able to provide an actionable investment plan for individuals and families so that they successfully meet long term goals.

Why I love what I do
I have gotten to really know my clients over the past 21 years. It is a really motivating to see how far our clients have come financially and personally during the course of these long-term relationships. Nothing feels better than when a client says thanks for making a difference in our lives.

About me
I enjoy coaching and mentoring kids having coached youth sports for the past 12 years. I also enjoy seeking out adventure in that I have completed a marathon, mountain bike, and was runner up in the 2003 Rough and Rowdy Tough Man boxing competition.

I was born and raised in Richmond, Virginia and graduated from Hampden Sydney College.

What inspires me
This investment business, like so many businesses, is about building trust and relationships with people. While I take great pride in helping to navigate my clients to and through retirement, my true inspiration comes from the friendships that I have built throughout my career.

Why I love to Do What I do
When clients introduce me to their close friends and family as their trusted financial advisor and friend, that is the ultimate compliment both professionally and personally. Knowing that I am making an impact on my client’s lives is why I have been in this business for over 20 years.

About me
When I am not working with clients, I enjoy fishing and playing golf with friends.

I was born and raised in Richmond, VA. I attended the University of Mississippi for my freshman year and transferred to the University of North Carolina at Chapel Hill, where I graduated with my bachelor’s degree in English. I currently hold an Accredited Asset Management Specialist designation.

Why I love what I do
I find the various complexities of working with families to be fascinating. Knowing that I have the resources and capabilities to address and help the unique needs of each client is something that is a great source of pride for me. Truly getting to know my clients not only on a financial level but also on a very personal level, to me, is one of the greatest aspects of what I get to do for a living. I also am passionate about what I do because I believe that the service we provide is truly important and I don’t take that for granted.

About me
Outside of the office, I enjoy spending quality time with wife, Meriwether, and our 2 young children. I am also an avid music fan. Aside from being a frequent concert-goer, I also play in a local Richmond band as well. My other hobbies include cycling, golf, cooking and college/professional sports.

I have a Bachelor of Science in Psychology with a minor in Criminal Justice from James Madison University.  In addition, I earned a Juris Doctor from The Pennsylvania State University – Dickinson School of Law.  While I am not actively practicing law in my planning role, I am a licensed member of the Virginia State Bar. 

I have experience advising clients in many aspects of estate and tax planning, including business transition strategies and charitable gifting. For example, I have helped my clients understand the use of intentionally defective grantor trusts for future estate tax avoidance alongside a comprehensive cash flow plan showing the impact of the potential transaction scenarios.  This empowers my clients to be intentional in the decision making process.

In my role, I work with our clients to develop comprehensive wealth plans while incorporating my knowledge of behavioral finance and family dynamics.  Whether it is a simple or complex plan, a big or small decision, our goal is to help you navigate your personal path to wealth clarity.

Why I Love What I Do

I joined Mainspring Private Wealth Management Group of Wells Fargo Advisors because I love being a part of a team that is driven to succeed.  Growing up as an athlete, and playing Division I field hockey in college, I understand the power of working within a team to achieve a common goal.  At Mainspring, our common goal is your financial success. 

About me

My family and I live in Richmond, Va. where I continue to play social sports and am passionate about giving back to the community.  In prior years, I have been actively involved in the local CASA Superhero Run with Henrico Court Appointed Special Advocates – it’s possible that you’ve seen me dressed as a superhero on the morning news!

CA insurance license # 4228368 resident state VA


*Wells Fargo Advisors is not a legal or tax advisor.

Why I love what I do
I enjoy working directly with clients and using my wealth planning skills and experience to bring clarity and the confidence that comes from having a sound wealth plan. I take the time to listen to our clients and feel humbled often as clients share their dreams and deepest concerns with me and our team. It brings me real joy to provide answers and perspective to our clients and give them the information they need to make better choices. Each family is unique and I love getting to know each of our clients and their families and sometimes even their pets.

More about me
I live in Hanover with my husband, Joey, and our 9-year-old daughter, Abby and our fabulous German Sheppard named Riley. Riley keeps us very active through the day and requires lots of attention and “ball” time outside. From May to October, we spend several weekends “glamping” with friends and have visited campgrounds up and down the east coast and in the mountains. We love being outdoors and being near the water. Our favorite place is the beach and we try to visit often in the summer. We enjoy Disney World at least once a year and have learned all the tips and tricks to making the most out of our visit.

What inspires me
My daughter, Abby, inspires me. She makes me want to be the best mom, wife, daughter, sister, friend I can be. At 9 years old she is very observant and I want to be a great role model for her. I want her to know the value of hard work and to teach her to always be kind and accepting of others. Most importantly, I want her to have self-confidence, something I think is hard to teach. I often struggle with work –life balance and COVID created an opportunity for me to be with her at home for almost a year due to on-line school. While it was often hard, I recognize that the time we had together was a gift. It showed me how important quality time with her is and changed the way I “work”. These days in our house we like to say “work hard to play hard” and we take lots of “mini-vacations” to stay connected as a family. This allows me to maintain my commitment to our clients while also making time for family in a more meaningful way.


CA insurance license # 4193299 resident state VA

I grew up in Virginia’s Shenandoah Valley and graduated from Bridgewater College with a Bachelor of Science degree in finance. During my time there I was a member of the golf team. Upon graduation I started my career as a Financial Advisor and then in 2010 I joined Wells Fargo. My recent experience has been in the asset management field which has included portfolio management, equity research, retirement planning, and investment performance analysis. I have earned the designation of a Chartered Financial Analyst^® (CFA).

Why I love what I do

I love working with families to help them achieve their goals. Everyone’s financial position is unique and I truly enjoy the complexity of creating solutions for every family. My background is in portfolio management and I have extensive experience in seeing what works for clients to achieve their goals. Every client starts their investing journey somewhere and it is my goal to help educate clients and guide them to financial success.

More about me

Since 2008 I have lived in Richmond where I met my wife. We are now blessed with two children. We enjoy visiting the local parks, festivals, and cheering on our local sports teams. I love staying active whether that is running, golfing, playing sports with the kids, or DIY home improvement projects.

In 2008, I received my Bachelors of Business Administration with a concentration in Real Estate and Finance from the University of Mississippi. After graduating, I moved back to Richmond and began working at Wells Fargo Advisors in 2012.

Why I love what I do
I enjoy working with and forming relationships with clients and their families. Problem solving and follow through are important in this business and I enjoy being at the forefront of that for our clients.

About me
Away from work I love spending time with my husband, Will, and two young children, Virginia and Wallace. I enjoy socializing with my friends and playing tennis or going to an exercise class at Westwood Racquet Club.

While attending Richard Bland College, I started working for one of Wells Fargo’s predecessors, Wachovia Bank N.A. in 1999. After receiving my Associates degree, I continued to earn my Bachelors of Science through Liberty University’s online program while also continuing my career with Wells Fargo.

Why I love what I do
I love getting to know clients on a personal level as I help each family navigate through the operational side of the business. I enjoy helping facilitate the overall experience so that is memorable and seamless. The most important part of my role on the team is seeing each family’s projects through to completion and in a timely matter. The most rewarding part of my role is sharing in client’s celebrations while developing strong meaningful relationships.

About me
Away from work I enjoy spending time with my daughter (Palmer Grace). She is active in competitive cheerleading and swim team. I enjoy volunteering with her sports teams, and at her elementary school.