My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • B.A. Finance, Virginia Polytechnical Institute, Blacksburg, VA
  • B.A. Management Info. Tech, Virginia Polytechnical Institute, Blacksburg, VA

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017-2025
  • Ameriprise Circle of Success, 2005, 2013, 2015-2025
  • Ameriprise Circle of Success Diamond Ring, 2025

Community participation

Marshall High School : Coach and mentor current student athletes. 

Interests

  • Football Coach:  Specialize in teaching punting and field goal kicking to college and high school players. 
  • Enjoys spending time with family and the outdoors.
  • Maintaining strong relationships with my clients.
  • Born in Virginia and a Virginia native for over 30 years.