Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
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
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies

Education

  • Bachelor of Arts, University of Richmond, Richmond, Virginia

Awards & recognition

  • Five Star Wealth Manager, 2013-2015, 2021

Previous experience

  • New England Zone Manager, General Electric/Transamerica, Boston, MA, 1985-1990
  • Vice President, Signet Bank, Richmond, VA, 1990-1997

Community participation

Volunteer at Central Virginia Food bank

  • Central Virginia Food Bank