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
8
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 Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BSBA in Finance, Minor in Leadership Studies, Christopher Newport University, Newport News, Virginia

Community participation

I work closely with the Autism Society Central Virginia as the Development Chair of the ASCV Junior Board. The Autism Society Central Virginia provides educational programs, social and support groups, and scholarships, among other services, for those in the Greater Richmond Area with Autism Spectrum Disorder and their families, and acts an ambassador to Richmond locals to educate the community about ASD.

Interests

  • Golf
  • Rock Climbing
  • Traveling
  • Music - Playing Guitar and Mandolin
  • Volunteer Work and Community Service