My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I love to help those less fortunate. I volunteer at various organizations, but my favorite is Dast2Dast. An organization dedicated to feeding homeless individuals in VA.

Community Participation

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Awards & Recognition

  • Premier Protection Award, Riversource Life Insurance Company 1, 2014

Education

  • Certificate in Financial Planning, Georgetown Univeristy, 2009
  • BS Accounting, George Mason University, 1995
  • BA Biology, George Mason University, 1995

Files for Download

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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