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

  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Family Finances
  • Retirement Income Strategies
22
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 and Radford University Athletic Events
  • Fishing and Swimming
  • Hiking the Appalachian 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
  • 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
  • Radford Noon Rotary