Both
Estate Planning (Wills, Trusts etc), Investment Management, Retirement Income Planning, Sudden Wealth ( Inheritance, Lottery etc), Comprehensive Financial Planning
As a Financial Advisor, I am dedicated to playing the role of your personal advisor. I strive to build long-term relationships based on mutual trust and respect. Through a long-term balanced approach, I help clients develop and implement strategies for building wealth and realizing their financial goals.
Before entering the financial services industry, I graduated from James Madison University with a bachelor’s degree in Political Science. I was also a member of James Madison University’s Men’s track and field team. For the last 15 years, I’ve been helping clients in the financial industry. Therefore, I’ve seen, heard and experienced many of the challenges and needs that individuals and businesses have and will encounter in the future.
I have dedicated my practice to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. I have an array of experience, throughout major shifts in the markets, which enables me to help my clients structure balanced portfolios to address their specific financial goals.