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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Family Finances

Education

  • Bachelor of Science, Virginia Tech, Blacksburg, VA

Community participation

  • The Rotary Club of Roanoke Valley
  • National MS Society
  • Leukemia and Lymphoma Society - Virginia Chapter

Interests

  • Exploring the outdoors with my family - hiking, biking, and rowing
  • Putting my imagination on paper by writing short story fiction, mostly parables for the kids
  • Committed to reading one book a week, any subject will do (Charles Dickens's Great Expectations is my favorite)
  • Studying early retirement success stories for inspiration and motivation

My photos

2 albums
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