September 11, 2001 changed the trajectory of my life. Knowing people that died that day, I realized the fragility of life and the importance of planning and acting upon those plans. After moving to Virginia with my family I began with Edward Jones, to help others prepare and create a plan.

June 28, 2008 was even more traumatic for me than 9/11 had been. My son was in a boating accident at Smith Mountain Lake and suffered a Traumatic Brain Injury, that would change the direction of our lives forever. I redirected my efforts to be the best financial advisor that I could be, because I realized how tenuous and precious life is. Thankfully today I can now look back and see the blessings in all that transpired. Having a road map to guide you is what keeps you on track and helps ensure you arrive at your destination.

I now bring my passion to help others to each client that I serve. Goals are established, plans are crafted and I work together with those I serve to allow them to realize their dreams.

Life is not fair, what we love and cherish can be taken from us. What we can control is our emotions and the actions we take. I work closely with estate planning attorneys and tax professionals to help ensure we put our clients' interests first. Empathy and expertise are the hallmarks that guide my daily actions in serving the clients who entrust their resources to us.

I would be happy to schedule time to visit with you to determine if I can help you in accomplishing your dreams. When you schedule your appointment you will speak with Kathy Poff, whom I am fortunate to have as a teammate to serve our clients.

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Woodworking
  • Car Restoration
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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