I have been a resident of Lynchburg, VA for over fifteen years and have two boys named Carter and Kasen with my wife, Allison. I grew up in the construction business. However, after college, I transitioned into the auto industry. I was there for almost 10 years.

I truly believe in putting my client's goals and needs first. Simply put, I love my career. I have opportunity to help my clients see around the corners of life that they might not be aware of. My goal is to be your go-to professional that helps you navigate financial decisions as well as prepare you for the unexpected.

My clients are driven, hardworking individuals that need someone in their corner helping them accomplish their goals. This is accomplished through a partnership and trust. Once we truly understand what is important to you, we will use our established process that allows us to tailor a strategy or strategies to you and your goals.

There is a great amount trust in choosing your financial advisor and I don't take that for granted. Let's start with a simple conversation. Contact me to discuss your current situation. You can also connect with me on LinkedIn or on Facebook.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • New Investors
  • Estate & Legacy Strategies

My Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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