Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
25
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-present

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

Central Virginia Food Bank

Annual Food Drive

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 - 2020
  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 2013-2018

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.