Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts, Theology, University of Virginia, Charlottesville, Virginia

Interests

  • Traveling with my wife, Katie
  • Reading with my Yorkie, Isabella, on my lap
  • Alabama Football (Roll Tide!)
  • Hiking
  • Skiing
  • Charitable Giving

Community participation

Emeritus Board Member- Theological Horizons

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2013 - 2020