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
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Christian Financial Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A., Christian Studies, Bluefield College, Bluefield, VA
  • A.A., General Studies, Dabney S. Lancaster Community College, Clifton Forge, VA

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

I also serve on the Bluefield College President's Advisory Board.

Interests

I enjoy spending time with my growing family and engaging in all things Richmond! For us, that is our church, exploring the outdoors, visiting the cultural and historical treasures around us, and visiting the Center of the Universe to cheer on the Yellow Jackets!