Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Family Finances
  • Retirement Income Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor, 2006

Education

  • B.S.B Finance, Virginia Polytechnic Institute and State University, 1995

Interests

  • Playing Basketball
  • Attending Virginia Tech Athletic Events
  • Fishing and Swimming
  • Hiking the Appalachain Trail

Community participation

  • Kiwanis Club of Virginia
  • Knights of Columbus - St. Jude, Member, Radford, VA
  • Radford University COBE Advisory Board (College of Business and Economics)
  • Radford University SMIPO Advisory Board (Student Managed Investment Portfolio Organization)
  • Radford Chamber of Commerce
  • Radford Main Street Program
  • Rotary, Member, Radford, VA
  • Virginia Tech Hokie Club Member
  • Chief Sponsor of Radford Chili Cook-Off
  • Radford University Athletic Board, Fundraising
  • Radford Child Development

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2011

Professional associations

  • Kiwanis Club of Virginia
  • Knights of Columbus - St. Jude
  • Radford Chamber of Commerce