Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, 63, 65
  • Life, Accident & Health Insurance with Variable lines of authority and LTC


  • Community: Family, Friends, and Church Family
  • Animals & Protection of Wild life
  • Conservation/Sustainability
  • World Affairs
  • Motorcycle Riding

Community participation

  • St. Jude Medical
  • Albemarle Teen Challenge
  • Girl Scouts of the USA
  • National Center for Missing & Exploited Children
  • Food Bank of Southeastern Virginia and the Eastern Shore
  • Crisis Pregnancy Center

Awards & recognition

  • Ameriprise Client Experience Award, 2020