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
37
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investments
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, 63, 65
  • Life & Health Insurance, VA

Education

  • BA Economics, George Washington University

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

I support St. Jude's Hospital and the Blue Ridge Area Food Bank. I also like to participate in Relay for Life events in the local community.

Interests

My family and I reside in Sterling and my office is located in Potomac Falls, VA. I'm fortunate enough to be able to serve the surrounding areas including Fairfax, Reston, McLean, Great Falls, Falls Church, Oakton, and all environs of Northern Virginia.

In my free time, my wife Susan and I like to be outdoors, walk, garden, golf and visit with friends and family. We love the beach and love to travel especially to the Islands. I also love Italian food and a nice red wine. Actually, we love most all foods :)