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
19
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
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • West Virginia State University, BA, Accounting 2000-2005

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2023

Community participation

Interests

I’m very involved with my local church, Beacon Hill Missionary Baptist Church, in Herndon, Virginia.

I love to play sports. I play basketball a few times a week with friends in the neighborhood at our local gym.

True joy comes from my family. I enjoy spending time with my wife, our three children, and our large extended family.

San Antonio is my hometown, and I love to visit family there as well.