Advisor profile


My approach

I care about what’s important to you

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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S. in Economics from Hampden-Sydney College [Triple Major, Summa Cum Laude]

Interests

Triathlons, community improvement / assistance, worldwide aid, painting, eating healthy, guitar playing, musical concerts.

Community participation

Coach middle school baseball, involved heavily in non-profit giving/volunteer with local and world wide organizations [New Life Ministries, Converting Hearts Ministries, Campus Crusade for Christ, Samaritan's Purse, The Mocha Club, Redline United, World Vision], Serve as a deacon and small group leader at The Summit Church.

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2011