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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies


  • Masters of Business, Finance and Investments, George Washington University School of Business, 1999 - 2002, Washington, DC
  • Bachelor of Science, Genetic Engineering, United States Naval Academy, 1989 - 1993, Annapolis, MD,

Previous experience

  • Financial Advisor, Edward Jones, Nokesville, VA, 2015 - 2023


Family, Sports, Cooking,