I have a firmly held belief that no two investors are alike. Whether they’re working, retired, business owners, families or individuals, all clients across the spectrum of wealth have unique goals. Partnering with me means you share your goals, your hopes and your fears, and we create a strategy and help you make investment decisions that help you along the path to achieving your goals. Together, we will take the steps to help bring you closer to what is important.
Since my teens, I’ve had an interest in financial services and investing. It is important to me that I am helping people learn how to understand those things for themselves. Prior to becoming a financial advisor in 2020, I worked in the insurance industry for 20-plus years with a life insurance carrier educating and supporting individuals who sold our insurance, annuities and long-term care products. During that time, I held securities and insurance licenses. So, if it’s experience you’re looking for, I have a background that you can trust.
With my home and office in Virginia Beach, VA, my hometown in Lynchburg, VA and as a previous resident of Tampa, FL, where I obtained my bachelor's degree from University of Tampa, I serve clients from across the region, state and country.
My favorite pastimes are activities with my family, friends and fur babies – Oliver (Maltese) and Maximilian (a.k.a. Max who is a Yorkie). I also enjoy outdoor activities such as kayaking, hiking and cruising down the boardwalk on my beach bike – living the beach life.
Making sound financial decisions for your future starts with a discussion about you. Call us today at (757) 463-8800 to schedule an introductory meeting via web conference, phone or face-to-face.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- College Savings
- Insurance & Annuities
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- Active Lifestyle
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