Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Virginia Polytechnic University, Blacksburg, Virginia

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021
  • SEVEN HILLS WEALTH ADVISORS, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • SEVEN HILLS WEALTH ADVISORS, Ameriprise Client Experience Award, 2021 - 2023
  • Ameriprise Circle of Success, 2022 - 2023

Community participation

Participating and strengthening the communities where we live, work, and play is part of the Seven Hills Wealth Advisors culture and core value system. We donate our time and/or provide financial assistance to the following organizations.

  • Bon Secours Mercy Health
  • Blue Sky Fund
  • FeedMore
  • Randolph Macon College Athletics
  • Toys for Tots
  • VCU Athletics
  • Virginia Down Syndrome Association

Interests

When not in the office you can find me…

  • Spending time with my growing family, friends, and neighbors
  • Traveling with family and friends
  • Playing a round or two of golf when time allows
  • Tackling DIY house projects

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.