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

  • 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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • West Virginia State Univesity BA, Accounting 2000-2005

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.

Community participation