MY “WHY”
Who would plan to be raised in foster care?

Certainly not our parents, nor their children, but that was exactly where my six siblings and myself ended up. Unfortunately, our parents were not fully prepared for the life events that not only derailed their lives, but those of their children. These life events forced them to make the very difficult decision to give up their children to be raised in the foster care system, forever changing our lives.

Life events can unintentionally derail our most important goals. My family’s story is an example of why I chose this path to serve others.

MY LIFE MISSION
I take an integrative approach to help individuals, families, businesses and non-profits reach their most important goals, even when faced with the inevitable life events. I look forward to partnering with my clients to help them each day.

MY FAMILY AND COMMUNITY
I am the luckiest man in the world! How could I ask for more than to be married to my best friend and beautiful wife, Pam, and to be blessed with two wonderful sons, Eric and Ian, as well as two great dogs, Kobi and Chloe, who provide their family unconditional love and never-ending entertainment.

We set down roots in the community in July 2005 after building our forever home and equestrian farm business and are graced with peaceful sunrises, beautiful sunsets and awe-inspiring star-filled nights.

I am so fortunate to be a proud member of the Purcellville Rotary which provides me and my family the opportunity to give back to the community we love, as well as supporting the Tree-Of-Life and Loudoun Hunger Relief.

MY FOCUS
We partner with each of our clients to develop a financial blueprint for success.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Community Outreach
  • Traveling
  • Cooking
  • Gardening
  • Fine Dining

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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