Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
4
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 daughter. 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