Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education

Education

  • Bachelor of Science, Business: Management, Liberty University (2012)

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

  • Lynchburg Humane Society
  • Lynchburg Road Runners

Interests

My wife and I enjoy spending time outside with our daughter, Finley, and dog, Garth (a hound mix), who we adopted from the Lynchburg Humane Society. We enjoy staying active - hiking local trails and running in local events. I also enjoy spending time on the water, fishing, and playing golf. Ellie and I also share a passion for traveling, and are looking forward to adding a few more stamps to our passports.

My photos

1 albums
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