I grew up playing football, basketball and soccer my entire life which helped me understand what a collective team atmosphere can accomplish. Upon graduating from Virginia Tech with a degree in Finance, I decided to explore an area of finance that allowed me to use my knowledge to help clients reach their financial goals. I began my career as a Financial Professional in 2013 and was fortunate to work in an organization that believed in a “team” environment. I have found that by working collaboratively with other team members, we generally have a much better outcome, enabling our clients to be positioned to make better financial decisions.
I enjoy educating my clients in comprehensive financial planning strategies that include retirement planning, estate planning strategies, educational savings plans, and risk management. The strategies are based on each client’s individual goals, objectives and risk tolerance.
In my free time you can catch me rooting for our home-town teams: Redskins, Nationals, Capitals and Wizards. I also like to give back to the local community by coaching elementary school basketball.
I look forward to the opportunity to assist you toward achieving your financial and personal goals.
- BS Finance – Virginia Tech