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

  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Securities Licenses 7 and 66, Life, Health, Variable Annuity and LTC

Education

  • BA - Accounting, University of Louisiana - Monroe, Louisiana

Interests

I like to spend quality time with friends and family. My favorite hobby is playing golf. I especially enjoy playing some of our local Richmond, VA courses. In addition to that, I enjoy taking my family to Williamsburg, VA to explore and learn about our history as a nation.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, and 2015

Previous experience

  • Ameriprise Financial Services, Inc., Financial Advisor, since 2000
  • J.L. Culpepper, Inc., Compptroller, 1994 to 2000