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
12
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
  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
  • Family Finances
  • Wealth Preservation Strategies

Education

  • Bachelor of Science, Radford University, 2004-2008

Community participation

I volunteer at Beartown Road Alliance Church where I serve in the audio/visual booth. I coach youth wrestling for the Corning Little Hawks Wrestling Team.

Interests

I'm originally from a small town in Southwestern Virginia and currently live in Corning, NY. I am married to my lovely wife and we have three beautiful children together. I enjoy playing Ultimate Frisbee, coaching my children for various sports, and watching the Atlanta Falcons.

My photos

2 albums
close