Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
22
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
  • Saving for Education
  • Insurance
  • Family Finances
  • Cash Flow Management Strategies
  • Investments

Education

  • MA in Counseling Psychology from the University of Notre Dame
  • BA in Psychology from Cedarville University

Previous experience

  • Quality Assurance Manager at BTI Telecommunications, 1996-2000
  • Director, Partial Day Treatment at Community Memorial Pavilion, 1994-1995
  • Director, Licensed Professional Counselor at Westwood Counseling Associates, 1982-1993
  • Director, Licensed Professional Counselor at Westwood Counseling Associates, 1982-1993

Community participation

  • I am very active in my church community by regularly teaching in my church's educational ministry and also through my involvement in the church leadership/relationship committee.
  • Interests

    I love to run and have completed 6 marathons, including one in Richmond, VA and one in Virgina Beach. I've also run in multiple half marathons like the Detroit International Half Marathon, the Raleigh City of Oaks Half Marathon, and the Rock'n'Roll Raleigh Half Marathon.