Are you stressed about your finances? Do you need someone who understands you and your goals? Would you prefer to work with a financial advisor that lives and volunteers in your community?

As your financial advisor, it is my job to understand what is most important to you. You are a unique individual with specific dreams and goals. Whether you are worried about having enough savings for retirement, putting your kids through college or planning for the unexpected, we can work together using our established process to help you reach your goals. Most importantly, we will partner together throughout your life to help keep you on track. Our branch team is dedicated to keeping you informed and in control of your financial future.

As a native of Jefferson County, I feel blessed to live and work in this wonderfully diverse area. Every September, our branch team raises money and participates in the “Walk to End Alzheimer’s”. I serve on the board of the G.A.P. Coalition, which encompasses Bushel & Peck and the Charles Town Farmer’s Market. I am a member of the Charles Town Rotary Club and the Jefferson County Chamber of Commerce. In these small ways, I feel good knowing I have invested a little of myself back into the people that call this special part of West Virginia home.

So, what is most important to you? Are you ready to take that first step? Please contact me today to schedule a personal meeting.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Socially Conscious Investing
  • LGBT Finances

My Personal Interests

  • Pets
  • Music
  • Art & Theater
  • History and Museums
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 07:00PM
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
  • Web Conferencing

Branch Team

Email Me

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