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
46
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
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Bachelor of Science, Psychology, Virginia Commonwealth University

Previous experience

  • Senior Vice President, Investments, Wells Fargo, 2002-2020
  • Senior Vice President, Investments, Branch Cabell and Company, 1984-2001
  • Vice President, Anderson and Strudwick, 1981-1984

Community participation

Industry Leadership Roles: Past Pres., Securities Assoc. of VA; Past Chair, Mid-Atlantic Distr. of Securities Industry Assoc.; Past Chair NASD Distr. 9 Business Conduct Comm.Community Leaderships: Past President of the following: Kiwanis Club of Richmond, Richmond Host Lions Club, Richmond Jaycees, VCU Alumni Assoc., VA Cultural Laureate Society and Richmond Gentry.Other Community Board Activities: US Jaycees, Richmond Cystic Fibrosis, Mental Health Assoc., Chamber of Commerce, Special Olympics and National Alliance of Business. Awards: Numerous Jaycee Awards, Outstanding Young Man of Richmond, Outstanding VCU Alumni and Kiwanis President.

Interests

I have been married to my childhood sweetheart, Barbara for over 50 years. We have three adult children, who have provided us with the joy of eight grandchildren, all living in RVA. We enjoy family, longtime friends and international travel.