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

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • Small Business
27
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
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • B.S. Business Administration, Mary Washington College

Interests

Gardening, fishing, biking, swimming, reading

Community participation

Juvenile Diabetes Research Foundation, Central Virginia

  • JDRF One Walk Chair, 2013-2015
  • Board Member, 2011-2021

Central Virginia Foodbank, FEEDMORE Annual Food Drive 2009 - 2021

Sponsor- Deep Run Booster Bash

February 27, 2016 Rockville Recreation Center

Eagle Sponsor - Midlothian Athletics Booster Association Golf Tournament

April 18, 2016 Salisbury Country Club

Richmond Business Alliance

  • member since 2012

Financial Planning Association, Central Virginia Chapter

  • President (2012)
  • Board of Directors, 2009-2012

Business Network International, Richmond Chapter, Richmond, VA

  • Past President

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2022
  • Five Star Wealth Manager, 2012-2015, 2021
  • Ameriprise Circle of Success, 2013-2018

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2022 Best-inState Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

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.