My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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28
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

My photos

1 albums
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