For twenty years, I have been working with families and business owners to understand what is most important to them while developing personalized investment strategies. I will work with you and your other trusted professionals to develop specific strategies to achieve your goals. Whether you're planning for retirement, saving for college for your children or grandchildren, or just trying to protect the financial future of the ones you care for, we will monitor your progress to make sure you are on track to meeting your goals. Throughout it all, we're dedicated to providing you top-notch client service.

I graduated from Radford University with a bachelor's degree in business administration. To better serve our clients, I received the AAMS® professional designation in 2006 and the CFP® designation in 2012.

During my free time, I enjoy spending time with my wife, Karen, and our son, Dylan. We enjoy traveling the world and spending time by the pool.



My Personal Interests

  • Spending Time with Family
  • Traveling
  • Auto Racing
  • Personal Fitness

Office Information

Office Hours

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

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More