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

  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Education

  • Bachelors in Education, Alderson-Broaddus University, 2005

Interests

Outdoors Enthusiast

Coaching sports

Riding Dirtbikes

Spending time with family

Community participation

Pastor at Rock Grove Baptist Church

Coach local wrestling team, travel baseball, and football

Member of Leadership Harrison