Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
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, 2017-2023
  • Ameriprise Circle of Success, 2005, 2013, 2015-2023

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.

My photos

6 albums
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