My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.


My Family; Tracy , Eddie & Paige

First United Methodist Church

Running Marathons and Ultra Marathons

Red Cross Blood Mobile

Community Participation

Twin County Regional Healthcare Board of Directors

Galax Education Foundation of Excellence Board of Directors

Wytheville Community Foundation Board of Directors


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Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments


  • BS Bachelor Of Science from Virginia Tech Blacksburg, Va.

My Videos(2 videos) X