Advisor profile


My approach

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

  • Charitable Giving
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Lee University
  • B.A. Business Administration

Interests

  • I am all about spending time with my family!
  • I love to coach kids sports - baseball, basketball, and tennis - and inspiring youth to pursue their interest.
  • I enjoy playing tennis with my wife, playing basketball, listening to live music, and playing the guitar.
  • My wife and I, along with our four amazing kids, currently reside in Virginia Beach, VA

Community participation

    Coach of three basketball teams for the West Kempsville Youth Association (WKYA) in Virginia Beach, VA

Guitar player for my local church, Kempsville Church of God - Virginia Beach with my son who plays the drums

Awards & recognition

  • Ameriprise Circle of Success, 2007