Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor's Degree in Business with Minor in Finance, Roanoke College, Salem, Virginia - 2014

Interests

I enjoy spending time with my wife and daughters. We love to travel together and our goal is to visit every continent. Also, I like to watch various sports such as soccer, basketball and football.

Community participation

Awards & recognition

  • The Myrias Group, Ameriprise Client Experience Award, 2021

My photos

3 albums
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