Advisor profile


We care about what’s important to you

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

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • Randolph-Macon College, BA, 1978
  • The Wharton School of Business, 1999

Interests

In my free time, I enjoy playing basketball, traveling, and most of all, spending time with my family. I am the father of three children: Riley, Harrison, and Campbell. Riley and Harrison both attend St. Christopher's School, while Campbell attends St. Catherine's School. Riley plays basketball for the St. Christopher's varsity team as well as AAU Travel basketball. Harrison enjoys playing both varsity football and basketball at St. Christopher's as well as AAU Travel basketball. Campbell loves playing volleyball. She plays for St. Catherine's varsity volleyball team as well as the Richmond Volleyball Club's National Team.

Community participation

  • Board of Governors for the Virginia Home for Boys and Girls
  • Board for the Virginia Sports Hall of Fame

Awards & recognition

  • Ameriprise Circle of Success, 2017 - 2019

Previous experience

  • Wells Fargo Advisors, 2001-2015
  • Prudential Securities, 1995-2001
  • Smith Barney, 1987-1995
  • Paine-Webber, 1980-1987