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

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Small Business


  • CLU® Chartered Life Underwriter®


  • BS, United States Naval Academy, 1977
  • MS, United States Naval Postgraduate School, 1985

Awards & recognition

  • Million Dollar Round Table-Top of the Table, 2021

Previous experience

  • US Naval Officer - aviator, 1977-1987

Community participation

I served on several non-profit Boards including Full Circle/Access AIDS and 2 national non-profit Boards which are aviation oriented, NGPA.

I have been a proud supporter of Equality Virginia, both locally and statewide. In 2013 I was selected as one of 7 OUTstanding Virginians by the Equality Virginia Board of Directors.

HRBOR (Hampton Roads Business Outreach) Beacon in Business award., 2016


  • Private aviation -- "Grey Dog Aviation"
  • Boating/Sailing
  • Music - both playing and listening!
  • Animals

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.