My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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.
14
Years of Experience ?

Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

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

Previous Experience

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

Files for Download

My Videos(3 videos)

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