Advisor profile


What you can expect when you work with me

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.

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22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Small Business
  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • B.S. in Financial Management, Minor in Economics, Grove City College, PA

Awards & recognition

  • Carradice Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Wealth Advisors, 2018 - 2023
  • Ameriprise Chairman's Advisory Council, 2019-2022
  • Northern Virginia Magazine Top Financial Professionals, 2011-2022
  • Ameriprise Circle of Success, 2007-2020

Professional associations

  • Prince William County Greater Manassas Chamber of Commerce
  • Leadership Prince William

Honored to be recognized in Forbes

I’m excited to share that Carradice Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

ACTS, Action in Community Through Service

Compassion International

The Lamb Center

Interests

  • Spending time with my wife, daughter and son
  • Family and friend get togethers
  • Travel, cars, watersports, boating and reading

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.