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

  • Outdoor adventures with my wife, Laura, our daughter, Abbie (6), and our son, Jason (4)
  • Group fitness, running and sprint triathlons
  • Volunteer programs and events

Community Participation

Supporter: National MS Society - Bike MS

Supporter: Duke Children's Hospital

Supporter: Rex Hospital

Supporter: Habitat for Humanity

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Family Finances

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014
  • Ameriprise Circle of Success, 2007

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Business Financial Advisor
  • Series 7
  • Series 66
  • Life, Accident and Health
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Education

  • B.S., Business Administration, University of Richmond, Richmond, VA

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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My Videos(2 videos) X