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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Investment Management
  • Insurance

Interests

Over my career I have developed a love for golf, but with a 28.2 Handicap I am not sure it loves me back....yet. I have also been playing Ice Hockey since I was thirteen, and still play today in a weekly men's league. My wife and I enjoy traveling whenever possible, and on most weekends you can find us at one of the many local Virginia wineries.

My photos

3 albums
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