Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Saving for Education


  • CLTC® Certified Long Term Care


  • Bachelor of Science - Business Administration, Bluefield State College

Awards & recognition

  • Ameriprise Circle of Success, 2012 and 2014

Community participation

  • Rotary
  • Bluefield Union Mission


I live in the scenic mountains of Southwestern Virginia. My interests are centered around the beauty of the outdoors; while enjoying the company of my wife, Debbi and our two beautiful daughters Layton and Laurel. We enjoy hiking, mountain biking, cycling, music, theatre, visiting historical landmarks, skiing, boating, and working with community organizations.