Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
43
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
  • Estate Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Investments
  • Charitable Giving
  • Saving for Education
  • Tax Planning Strategies

Education

  • B.S., 1981, Business Administration, Shepherd Univeristy, Shepherdstown, WV
  • M.A., 1983, Economics, University of Virginia, Charlottesville, VA

Community participation

My business is honored to help support the following causes:

  • Hope Kitchen Community Ministry
  • Our Little Brothers and Sisters Orphanage in Haiti
  • Boulder Crest: Military and Veteran Retreat
  • Appalachia Service Project

My photos

3 albums
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