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

Areas of focus

  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Family Finances
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science, Virginia Tech, Blacksburg, VA

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

Community participation

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