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
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Investment Management
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination


  • Bachelor of Science, Finance, Virginia Tech - Pamplin College of Business

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2009-2019
  • Financial Advisor, Bank of America, 2003-2009
  • Financial Advisor, Merrill Lynch, 2000-2003

Community participation

Ameriprise Day of Service

Foodbank of Southeastern Virginia and the Eastern Shore

American Cancer Society

Children's Hospital of the King's Daughters

Chesapeake, VA SPCA

Virginia Beach, VA SPCA


  • Travel
  • Golf
  • Cooking
  • Photography