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
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • Whitlock Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Whitlock Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Member, Lake Ridge Rotary, Prince William Chamber of Commerce

Interests

Football, Ski Trips, Travel

My photos

5 albums
close