My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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10
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
  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies

Education

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

Awards & recognition

  • The Myrias Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • The Myrias Group, Ameriprise Client Experience Award, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

The Myrias Group - Community participation photo

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.

My photos

3 albums
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