Advisor profile


My approach

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC-Chartered Retirement Planning Counsler
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Interests

My wife and I own a small thoroughbred horse racing farm in the heart of the Blue Ridge mountains named WTR Stables. The farm currently holds 5 select broodmares, 2 yearling's and 2 two year old fillies now in training. We also have a 3 year old filly currently running at Colonial Downs outside of Richmond. We are very committed to our horses and the sport.

Community participation

  • Meals on Wheels
  • Big Brothers and Sisters
  • American Red Cross
  • Botetourt County Chamber of Commerce

Professional associations

  • Virginia Thoroughbred Association
  • Thoroughbred Owners and Breeders Association