From a young age, I have been drawn to organizations that emphasize a greater good. Starting with my time as an Eagle Scout, I learned to always be prepared and have a plan. After college, I was privileged to serve in the United States Marine Corps as a commissioned officer. Leading Marines for seven years taught me that integrity can never be sacrificed. I believe these qualities are needed in the financial industry now more than ever.

My job as a financial advisor is to provide the knowledge and experience that you and your family need to achieve your goals. I completed the Certificate of Financial Planning at the University of Virginia, and now carry the CFP® certification. This education has better prepared me to understand and provide solutions for your needs.

We are able to be of service to our clients, be they near or far, in a variety of ways. We offer face to face, virtual and phone appointments based on what is most convenient to you.

My wife, Susie, and I call Alexandria, VA home. We have a Golden Retriever puppy named Kai and a Maine Coon cat named Cinnamon (their happiness is of the utmost importance). In my spare time, I support my local community through volunteer work. I coach volleyball for middle school kids in the Fort Hunt Youth league and am the president of a local business networking group for the Mount Vernon Lee Chamber of Commerce. I enjoy all things sports and love to run.

Focus areas

  • Military Professionals & Veterans
  • Socially Conscious Investing
  • Hispanic Family Finances
  • Special Needs Financial Considerations
  • Retirement Savings Strategies
  • Divorce Finances

My Personal Interests

  • Running
  • Racquetball
  • Coaching Sports
  • Football
  • Pets

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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