My Approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Interests

I am a Shenandoah Valley native.

I enjoy hunting and fishing with my chocolate lab, Trigger.

I am an outdoor enthusiast at heart and also enjoy kayaking, waterskiing and snowboarding.

7
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Investment Management
  • Business Retirement Plans

Education

  • BA, Liberal Arts, Business Administration Minor, Eastern Mennonite University, Harrisonburg, VA 2011

Previous Experience

  • Rogers Financial, Investment Education Specialist, 2012 - 2015

Files for Download

My Videos(2 videos)