I've had the privilege of advising families on their investments and financial strategies for over 15 years, and one of the most important lessons I've learned is that there is much more to your financial success than just your investment portfolio.

Often families don't have a professional working to help them reach their goals. My focus lies in the major areas that need to work seamlessly together, not as stand alone topics, for a successful financial strategy.

Manage Risk to Your Money
What unexpected events, such as disability, job changes, accidents, illnesses, lawsuits or family emergencies, could prevent you from maintaining your financial confidence? Bad things can happen to good people - as much as we would like to believe otherwise. How can we mitigate these risks?

Managing Your Liquidity and Investments
Even if two families have the exact same amount of assets invested, their liquidity needs and time horizons for different blocks of money can be extremely varied. What have you done to prepare for abrupt market downturns?

Guide You with Your Retirement Options
Many people overlook significant tax benefits from correct placement of different asset classes in retirement assets and non-retirement assets - both in the accumulation and distribution phases.

Protecting Your Lifestyle Today and Into the Future
I can offer a non-judgmental, professional overview of your spending, saving and investing of your dollars and help you determine your priorities for today's lifestyle and your future lifestyle. I am an advocate of prudent choices with your money and pride myself on offering you wise stewardship of your investments and strategies.

I encourage you to give me a call at 276-328-6293 to discuss if working together could give you a better level of understanding and confidence in your overall financial success.

Focus areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Personal Fitness
  • Reading

Office Information

Mailing Address

P O Box 277 Wise, VA 24293

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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