My Approach

My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement – on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies – all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • Running. I grew up as a swimmer and a water polo playter. A few years ago I started running (jogging and walking). This year I am preparing to run my 4th Half Marathon. I have in the back of my mind to possibly train for a full marathon next year.
  • Tennis. My wife and I both enjoy USTA singles and doubles. This year I captained two teams while playing some.
  • I also like to camp, swim, pilates exercises, and lift weights when I can find the time.

Community Participation

Chaplain Ministry Services at Deep Meadow Correctional Facility

  • Financial Peace University church coordinator at church

Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Experience

20
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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.A. Political Science, University of Richmond, VA
  • M.Div., Theology, Covenant Theological Seminary, St. Louis, MO

Files for Download

My Videos

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My Photos Show Thumbnails

All smiles early in the Richmond Half Marathon running with my brother Rich.

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.