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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Small Business
  • Business Retirement Plans

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6, 7 , 63, 65 and Virginia Life, Health and Variable Annuities and LTC

Education

  • Radford University, BBA in Finance and Economics, 2008

Previous experience

  • Citizens and Farmers Bank, 5 years
  • Northwestern Mutual, 2 years

Community participation

Participated in the Ameriprise Financial National Day of Service by volunteering at the local Food Bank in Richmond.

Interests

I enjoy spending time with my family and attending Virginia Tech Football games.

I also enjoy boating and just being on the water.