Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Small Business
  • Retirement Income Strategies
  • Investments

Education

  • West Virginia University, BA

Community participation

Interests

* YMCA basketball coach and Cub Scout Den leader.

* A trained Chef and culinary graduate, I enjoy cooking for friends and family. Exploring new and interesting places to eat and drink. I workout regularly, and try to follow Paleo lifestyle of organic foods, and local ingredients. I was a line cook and banquet chef at one of the original farm to table organic restaurants in America.

* An avid martial artist, Brazilian Jiu-Jitsu black belt. Have also trained in Judo, submission grappling and Mixed Martial Arts.

* My greatest love, is spending time with my family, Judette, Kai and Milo (and Hope the dog).

My photos

1 albums
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