My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Investments

Education

  • Associates in Computer Science Tidewater Community College
  • Old Dominion University Bachelor of Science in Business Administration Economic Major Financial Management Minor

Interests

Outside of work, I like to recharge by spending time with my Boston Terrier, Blue, Paddleboarding, Skateboarding, catching a Live Music or Comedy show, and unwinding with a good LEGO build.

My photos

2 albums
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