For over 35 years, I’ve served the Halifax County, Virginia community. Back in 1985, I met my clients by knocking on their door and introducing myself. Today, I still value a personal approach in business and in getting to know the people I serve.

I’m passionate about serving our community here locally. From being a founding member of the Southern Virginia Higher Education Foundation to supporting The Prizery, helping small businesses and members of the Halifax County community has always been important to me and my team.

I’ve also had the privilege to serve individuals and families all over the country with various complex financial issues and enjoy finding the right solution for each “financial puzzle.” From legacy planning to navigating complex situations, I am here to help you make informed decisions about the tradeoffs that each individual must make to live the best life they can, defined by them.

Whether it’s planning for retirement, opening your own small business, starting a family, combining incomes, looking for someone who is familiar with LGBTQIA needs or preparing for the unexpected things in life, the conversations I have with each of my clients focus on one central component: you.

I’ve also been uniquely positioned to work alongside the veteran community and understand the needs and challenges our service members face. With both my stepsons in the military and my youngest son serving veteran organizations as a civilian, I’ve been honored to get to know the specific financial needs these individuals face. This has also led to other passion projects of mine over the years, and I love to connect with veteran nonprofits and small businesses.

Throughout it all, our team is dedicated to providing you top-notch client service, and we work hard to ensure you receive the most current and comprehensive guidance when it comes to investing. Working together, we can help you develop a complete, tailored strategy to achieve your financial goals.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • LGBT Finances
  • Charitable Giving

My Personal Interests

  • Baseball
  • Traveling
  • Auto Racing
  • Art & Theater
  • Reading

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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