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
WeekdayAvailability
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

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More