When it comes to achieving your financial goals, who will be there with you through good times and bad? I will partner with you to create a tailored financial strategy. First and foremost, I work to understand what’s most important to you. Using an established process, we discuss your goals, determine your desired level of risk and execute a disciplined approach. Once the strategy is implemented, we conduct regular reviews to help ensure that you stay on track. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a complete strategy that leverages everyone’s experience.

In 2022, I was named to the Forbes Next-Gen Best in State Wealth Advisors (Source: Forbes.com, 8/3/2022; data as of 3/31/2022). I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Plans Specialist (CRPS™).

Within the firm, I volunteer my time to help other financial advisors. Outside of the office, I currently serve as a Partner in Education with Cheat Lake Elementary, a member of the Local School Improvement Council and a coach for various youth sports teams. I am also a member of the Morgantown Area Chamber of Commerce, a member of the Harrison County Chamber of Commerce, a member of the North Central West Virginia Estate Planning Council and a board member of Bridgeport Little League Baseball.

I was raised working in my family’s small business, which is now in its third generation of ownership. That experience instilled in me a strong work ethic. I later attended Garrett College where I was a student athlete (baseball) and was named Scholar Athlete of the Year. Balancing the demands of academics and athletics shaped my discipline. I graduated from the West Virginia University School of Business and Economics and was named to the Dean’s List and the International Scholar Laureate Program. After four years in banking, I found my passion as a financial advisor.

My wife, Savana, and I were both born and raised right here in North Central West Virginia. We have two boys, Julian and Graham, and a family dog, Kimber.

If you think you could benefit from the help of an experienced, dynamic financial advisor, contact my office today.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Music
  • Baseball
  • Archery
  • Skiing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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