Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRC® Certified Retirement Counselor®

Education

  • Bachelors of Science in Business, Financial Planning Concentration, Virginia Tech, Blacksburg, VA

Interests

  • Sports - Washington Capitals, Virginia Tech NCAA and NFL
  • Spending time with friends and family
  • Enjoys trying different cuisines

Community participation

  • National Capital Area Chapter of the FPA