Before you can begin working toward achieving your financial goals, you must first define what’s important to you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

Who am I? Well, I am a local financial advisor here in Abingdon, VA. I attended East Tennessee State University where I earned a total of three degrees in accounting, finance and Spanish. I enjoy playing soccer (just for fun), going for runs, mountain biking and hiking, but when the weather doesn’t permit, I am also a huge fan of binge watching my favorite TV shows. I'm excited to hear what you and your family are watching!

My goal is to truly get to know you, the people that make up our community, and partner with you to help you reach your financial goals. I focus on what is most important to you and together, we build an individualized strategy that will fit your needs and the needs of your family. Our partnership does not stop there, though. We then partner together for your lifetime and the lifetime of those closest to you to help ensure that you stay on track to meet your goals and that we make any necessary adjustments along the way.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions that will leave a positive impact on you, your family and our community for generations to come. Please contact me today schedule your complimentary appointment to discuss your situation and options.

Focus areas

  • LGBT Finances
  • Retirement Income Strategies
  • Intergenerational Planning
  • College Savings
  • Business Retirement Plans
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Mountain Biking
  • Traveling
  • Jogging
  • Board Games

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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