My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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23
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
  • Family Finances
  • Tax Planning Strategies

Education

  • Bachelor of Business Administration - Marketing - James Madison University - Harrisonburg, VA
  • Master of Liberal Arts - Management - Harvard University, Extension School - Cambridge, MA

Interests

I enjoy spending time with my family and coaching my children's soccer team and alpine downhill racing team. We spend a lot of time outdoors hiking, biking, skiing and camping.