Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Small Business
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Bachelors, Finance, West Virginia University, Morgantown, West Virginia

Interests

I love to spend time with my wife and son. I also enjoy Fall Saturday's at Mountaineer Field.

Community participation

I serve on the West Virginia University National Capital Area Alumni board.

  • West Virginia University National Capital Area Alumni Board