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.

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

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business


  • ChFC® Chartered Financial Consultant®
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™


  • Economics, Bachelor of Arts, The College of William & Mary, Williamsburg, Virginia

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • SEVEN HILLS WEALTH ADVISORS, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • SEVEN HILLS WEALTH ADVISORS, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Ameriprise Circle of Success, 2023

Community participation

Participating and strengthening the communities where we live, work, and play is part of the Seven Hills Wealth Advisors culture and core value system. We donate our time and/or provide financial assistance to the following organizations.

  • Bon Secours Mercy Health
  • Blue Sky Fund
  • FeedMore
  • Randolph Macon College Athletics
  • Toys for Tots
  • VCU Athletics
  • Virginia Down Syndrome Association

I also actively serve as a board member for Bon Secours Mercy Health.


When not in the office you can find me…

  • Driving around my 2 kids
  • Running at the gym or at the grocery store picking up items for a new recipe
  • In the Richmond Airport wanting a direct flight
  • Listening to live music

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.