Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
Contact me

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66

Education

  • B.S. in Business (Finance Major), Virginia Polytechnic Institute and State University

Interests

· Relaxing at the lake with my family and friends

· Outdoor activities - especially mountain biking, camping and hiking

· Exploring new restaurants and breweries around Richmond, VA

· Virginia Tech sports

· CrossFit

Community participation

· St. Constantineand Helen Greek Orthodox Church

o Annual volunteer at the Richmond Greek Festival

· At Kasch,Levitch, McAleer & Associates we sponsored a number of local non-profitagencies and donated to Feed More, Shalom Farms, FEED23112, Sanctuary Rescue,Richmond Animal League, and Richmond Ruff House.

Professional associations

  • CFP Board