I am a longtime Martinsburg resident. I graduated from Martinsburg High in 1996 and joined the 167th Airlift Wing right after. I continued my education at Shepherd University while serving as a Guardsman and obtained multiple undergraduate degrees and an MBA. This is where I grew up and where I intend to raise my daughter. I am committed to the people and businesses of this town and the Eastern Panhandle.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you are planning for retirement, living in retirement, navigating through different life milestones or just trying to protect the financial future of the loved ones you care for the most, I will work together with you to develop personalized strategies to help you achieve your goals.

As a Retired Air Force Veteran with 24 years of service, I am honored and privileged to help my fellow service members. I understand the unique challenges facing military members looking to enter the civilian workforce or those separating/retiring and planning to utilize their benefits immediately. I implement the USAF Core Values (Integrity, Excellence, and Service Above Self) in my business model each and every day.

As a business owner, I appreciate the entrepreneurial spirit and internal discipline and motivation of small business owners and am passionate about helping you. As a business owner, you know the importance of developing a strategy and seeing it through. I understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process I take seriously. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.

I would like to help provide the answers to your questions so you can make informed and financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Divorce Finances
  • Military Professionals & Veterans

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Spending Time with Family
  • Social Responsibility
  • Volunteering

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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