My Background

As a Financial Advisor with over two decades of experience, I have been able to guide my clients through both good and challenging economic conditions. My personal life and experience with a wife who is a cancer survivor, has given me a unique perspective on financial and estate planning needs and how important it is to know what my client's needs are.

I have built my practice with the philosophy that a strong client/advisor relationship is a fundamental part of giving the best financial and investment advice. I am able to combine my experience with many different services for clients that include:
- Investments
- Retirement Planning
- Preserving or Create Legacy Wealth
- Strategies for High Net-worth clients

Career and Educational Background

My career began in the civil and structural engineering world, but I found that my passion is working with and advising clients on how to reach their financial goals. I switched careers and began working as a Financial Advisor in the early 2000's and I also returned to college and received my Bachelor's Degree in Business while graduating with Cum Laude honors. I later completed my Masters Degree in Business (MBA) from The University of Arizona with distinction. (GPA 4.0)

Away from the Office

I enjoy spending time with my wife and two daughters and our dog Nala. We like to stay active by doing various activities that include riding bikes on the Roanoke Greenway and hiking. We also enjoy spending time with good friends, traveling, and visiting an occasional distillery or winery.