I focus on helping individuals and families across the nation who are committed to their financial goals. I help clients overcome complexity by partnering with my clients and creating a straightforward financial strategy based on actionable and trustworthy strategies.

As a true student of the business, I received my BS in business administration and my Master of Science in accounting from Northeastern University. After graduating, I worked as an accountant for four years, all a part of my never-ending pursuit to better serve investors, savers and families transitioning into retirement.

My wife, Nicole, and I live in Richmond, Virginia where we spend time hiking, biking and floating down the James River. Prior to living in Richmond, I spent five years as a Marine Corps Infantry Officer deploying overseas twice. Between the early morning runs and late-night planning sessions, I learned the importance of discipline, adaptability and looking out for others first. Although I carry on many lessons from the Marines, 5:00 AM runs are still one that hasn't stuck.

Taking the first step is sometimes hard; I make it easy and welcoming by starting every relationship with a no-obligation consultation. We will take a deep dive into where you currently are and where we are trying to go in the future to meet your financial goals. Contact us by phone or email to schedule your consultation today – your future self will thank you!

Focus areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Active Lifestyle
  • Backpacking
  • Baseball

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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