My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Financial Planning for Small Business
  • Estate Planning Strategies
  • Intergenerational Planning

Education

  • Juris Doctor, University of Richmond School of Law, Class of 2019
  • Bachelor of Arts in Economics, College of William & Mary, Class of 2016

Awards & recognition

  • CFI Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2026

Professional associations

  • Virginia State Bar

Previous experience

  • Attorney Advisor, U.S. Department of Education, Office of Federal Student Aid, Washington, D.C., 2020 - 2025
  • Document Review Attorney, KLDiscovery Ontrack, LLC, Mclean, VA, 2020
  • Post-Graduate Fellow, Fauquier County Office of the Public Defender, Warrenton, VA, 2019

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, CFI Financial Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.