Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Family Finances
  • Small Business
  • Tax Planning Strategies
  • Employee Stock Options
  • Saving for Education
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • MS Masters of Education, Old Dominion University, Norfolk, Virginia
  • BS Bachelor of Science, George Mason University, Fairfax, Virginia

Interests

Uechi-Ryu Karate Black Belt- 4th Degree (1992-present)

Taekwondo Black Belt- 3rd Degree (1988- present)

Community participation

Boy Scouts of America- Troop 584, Adult Leader, out of Bonsack United Methodist Church, Roanoke VA

Read Mountain Swim Team- Coach

St. Andrew's Catholic Church- Safety Committee

St. Andrew's Catholic Church- High School Youth Ministry Team

Botetourt County Recreation League Soccer Coach (2007-2013)

Botetourt County Public Schools Basketball Coach (2000-2003) and Soccer Coach (200-2002)

Professional associations

  • Uechi Ryu Karate Do Kokusai Association
  • Botetourt County Chamber of Commerce 2017-2018

Previous experience

  • Special Education Teacher, Botetourt County Public Schools, 2000-2016, 16 Years
  • Underwriter, Geico Insurance Corporation, Chevy Chase, MD, 1993-2000, 7 Years

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.