My father told me that if I do what I love, I will never work a day in my life. Later, I learned that this was a quote by Confucius, but even at a young age, it resonated with me. He also told me that the time to repair the roof is when the sun is shining. It was much later in life, after many mistakes in my own personal financial journey, that I would truly understand what this means.

I grew up in a small town in Southwest Virginia and I come from a long line of coal miners and small business owners. I learned the value of hard work and saving for the future at a very young age. My personal financial journey led me to this amazing opportunity as a financial advisor. Having worked in the financial industry over 12 years, I understand the value of financial management. I now have the privilege of partnering with others in their journey, getting to know their goals, helping them create a plan to reach those goals and working with them on that plan throughout their lives.

Making your dreams become reality requires a strategy. Whether you are just beginning to think about planning for your future or you are already living in retirement, I want to understand what is important to you. Every strategy I create and every solution I recommend is uniquely tailored around the goals that are important in your life. There is no one-size-fits-all approach to planning for your future and achieving your personal financial goals. I use an established process to create your personal roadmap and I partner with you throughout your life to keep you on track, helping you navigate all of life's bumps and curves.

Whatever your current financial goals and dreams are, I would be honored to have the opportunity to learn about them and help you develop a strategy to reach those dreams. Don't be concerned if you don't know where to start. Take the first step today and call me for a complementary discovery consultation. Let's dream together about the possibilities the future holds for you.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Portfolio Reviews

My Personal Interests

  • Traveling
  • Yoga
  • Cooking
  • Health & Nutrition
  • Animal Rescue

Office Information

Office Hours

Office Hours
Mon 08:30AM - 06:00PM
Tue 09:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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