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.

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16
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
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies

Education

  • Bachelor's Degree, Business with concentration in Finance, Frostburg State University, Frostburg, MD
  • Associate's Degree, Business Technology, Allegany Community College, Cumberland, MD

Awards & recognition

  • The Myrias Group, Forbes Best-in-State Wealth Management Teams, 2023 and 2024

Previous experience

  • Wealth Advisor, Truist Advisory Services (formerly BB&T), 2008-2021

Honored to be recognized in Forbes

I’m excited to share that The Myrias Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • I am active member in my church and various community organizations. I formerly served as a Deacon at my current church, Victory Church in Winchester, VA.

Interests

  • I enjoy spending time with my family. We enjoy going on camping trips and doing outdoor activities together.
  • I also enjoy working on home improvement projects.
  • I obtained my pilot’s license in 2015 and enjoy flying and traveling.

My photos

1 albums
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