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

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • Masters in Project Management - George Washington University – School of Business
  • Business Administration and Management – Virginia Commonwealth University
  • Bachelors of Science (BS), Computer Science – Randolph-Macon College

Awards & recognition

  • SEVEN HILLS WEALTH ADVISORS, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • SEVEN HILLS WEALTH ADVISORS, Ameriprise Client Experience Award, 2022

Community participation

Participating and Strengthening the communities where we live, work, and play is part of the Seven Hills Wealth Advisors culture and core value system. We donate our time and/or provide financial assistance to the following organizations.

  • Bon Secours Mercy Health
  • Blue Sky Fund
  • FeedMore
  • Randolph Macon College Athletics
  • Toys for Tots
  • VCU Athletics
  • Virginia Down Syndrome Association

Interests

When not in the office you can find me …

  • Spending time outdoors - working in the vegetable garden, exploring national parks, visiting friends
  • Enjoying family time with my wife Bonnie and two teenagers (AJ and Andrea)
  • Working on church related projects and faith-based outreach initiatives

My photos

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