Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Investments
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • AIF® Accredited Investment Fiduciary

Education

  • Washington and Lee University - BA in History, 1997

Interests

Spending time with my wife, Alyssa, and our children, Miranda and Chase. Our family also includes 2 cats, Chloe and Sophie, and a dog, Daisy.

Community participation

Grassroots (grade 8) soccer referee

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020, 2021