My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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)

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Employee Stock Options
  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education

Education

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

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

My Videos(5 videos)

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