With over 25 years of experience in financial planning and wealth management, I help individuals, families, and business owners make confident financial decisions that align with their goals and values. My approach is built on trust, personalized guidance, and a commitment to understanding each client's unique financial situation.

I specialize in retirement planning, investment management, wealth preservation, and comprehensive financial strategies designed to help clients navigate life's opportunities and challenges. By combining thoughtful planning with ongoing education and support, I strive to simplify complex financial matters and provide clarity at every stage of the financial journey. I hold the Series 7, 63, and 65 securities licenses with LPL Financial, along with Life, Health, and LTC insurance licenses. I am also an Accredited Wealth Management Advisor (AWMA).  

My mission is to build lasting relationships and serve as a trusted advisor, providing personalized financial guidance based on each client's goals, circumstances, and needs. Whether you're planning for retirement, managing significant assets, or preparing for major life transitions, I am committed to helping you evaluate your options and make informed financial decisions.

Outside of my professional work, I enjoy spending time with my family and staying involved in the activities that matter most to us.

I am a proud graduate of Liberty University, where I developed many of the values that continue to guide both my personal and professional life. When I'm not helping clients pursue their financial goals, you'll often find me exploring the outdoors and visiting our nation's beautiful national parks, cheering on my two children as they pursue their soccer careers, attending live music events, or following my favorite sports teams. I believe that financial planning is ultimately about creating the freedom and confidence to enjoy life's most meaningful moments, and I am passionate about helping my clients build a future that supports the people, experiences, and goals they value most.