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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance


  • Bachelor of Science, Biology, Bridgewater College '03, Bridgewater, Virginia


  • Hiking and camping
  • Professional Washington DC sports teams
  • Cooking/trying new recipes

Community participation

I currently volunteer as a Sunday School teacher at Barren Ridge Church of the Brethren and also serve as a deacon for the church. On Monday nights I spend time as a Den Leader for my son's Cub Scout Pack.

Professional associations

  • Greater Augusta Regional Chamber of Commerce
  • Aging in Place Roundtable