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

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Charitable Giving
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS Finance, Insurance, Business Law - Virginia Polytechnic Institute and State University 1999-2003

Interests

I enjoy outdoor activities of all kinds; whether it be golf, tennis, driving my Jeep Off-road, or taking a jog through D.C. I also spend time at the Prince William Chamber of Commerce functions serving as an Ambassador to bring business owners together.

I am a member of The Society of The Cincinnati of Maryland, dedicated to perpetuating the memory of the American Revolution.

http://societyofthecincinnati.org

Community participation

  • I regularly volunteer my time to serve as the Co-Chair of the Ambassador Committee for the Prince William Chamber of Commerce, working with other business leaders in the county to promote local business and strengthen the county in its entirety.

Previous experience

  • Finance-Operations-Inventory Manager, Tidewater Medical Supplies, Virginia Beach, VA, 2003-2006