Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education

Community participation

Teaching 2nd Grade CCD

Interests

Spending time with my children & grandchildren. Playing with our Alpaca & Goats on our farm near the Blue Ridge Mountains in VA. Traveling the US & Europe