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
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies

Education

  • Randolph Macon College
  • BA Economics / Business

Interests

In my free time I enjoy spending time with my wife Krystan and our three children, Garrett, Lydia and Lainey. This normally consists of playing in the yard, riding our ATV around the farm we live on and practicing baseball and soccer. My wife and I enjoy participating in church and school events with our children. I also enjoy playing golf, grilling out and taking weekend trips to expose our children to new places and environments.