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
23
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
  • Saving for Education

Education

  • B.A. Finance, Virginia Polytechnical Institute, Blacksburg, VA
  • B.A. Management Info. Tech, Virginia Polytechnical Institute, Blacksburg, VA

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017-2024
  • Ameriprise Circle of Success, 2005, 2013, 2015-2023

Community participation

Marshall High School : Coach and mentor current student athletes. 

Interests

  • Football Coach:  Specialize in teaching punting and field goal kicking to college and high school players. 
  • Enjoys spending time with family and the outdoors.
  • Maintaining strong relationships with my clients.
  • Born in Virginia and a Virginia native for over 30 years.

My photos

6 albums
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