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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Tax Planning Strategies

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • BS, Economics, Virginia Tech, Blacksburg, VA

Professional associations

  • Member, Financial Planning Association

Interests

  • I enjoy spending time with my wife and three kids. My wife of 25 years is a physician at VHC. My oldest daughter just graduated from JMU with a Finance degree. My son is currently in the Kogod School of Business at American University and my youngest daughter is a senior at McLean High School.
  • I really enjoy the English Premier League, my favorite team is Manchester United.
  • I frequent different wine tastings and am always looking for people to join!