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
26
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
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies

Education

  • Bachelor of Arts, University of Richmond, Richmond, Virginia

Awards & recognition

  • Five Star Wealth Manager, 2013-2015, 2021

Previous experience

  • New England Zone Manager, General Electric/Transamerica, Boston, MA, 1985-1990
  • Vice President, Signet Bank, Richmond, VA, 1990-1997

Community participation

Volunteer at Central Virginia Food bank

  • Central Virginia Food Bank