Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health

Education

  • Bachelor of Music, 2005, concentration in Education, James Madison University, Harrisonburg, VA

Previous experience

  • Financial Advisor, MetLife, Roanoke, VA, 2011 to 2014
  • Financial Advisor, Edward Jones, Roanoke, VA, 2010 to 2011
  • Middle School Music Teacher, Roanoke City Schools, Roanoke, VA, 2005 to 2010

Community participation

Roanoke Toastmasters, past president and current club member

Our Lady of Nazareth Catholic Church, member

Back on the Path, job seekers' ministry, volunteer and presenter

Interests

When I’m not working with clients, I enjoy spending time with my family. My wife and I strive to share our love of faith, family, literature, and music with our children. I am a member of Roanoke Toastmasters, where I coach people on improving their public speaking skills, and Back on the Path, where I present several times per year on helping people who are out of work to find jobs.

I also enjoy strength training, playing the trumpet, and reading great literature.