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
24
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
  • Saving for Education
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Business Administration, Longwood University, 2000

Awards & recognition

  • Five Star Wealth Manager, 2015-2016

Community participation

Board member for the Delta Outreach & Education Center, Inc.

Coach of youth soccer team.

Interests

I am married with two wonderful kids. As a family, we enjoy spending time together going to the shore during the summer and traveling to visit family and friends.

My wife and I have been married for 12 years and together for 20 years.

My kids are active in sports and I enjoy helping coach their soccer and baseball teams.

I also enjoy running and have finished 5 marathons since 2008.