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Here to act in your best interests

About me

With more than 17 years of industry experience, I bring a wealth of experience to my role as a financial planner. I’m passionate about empowering my clients to use their money to achieve the lives they’ve always envisioned. When I’m not at work, I enjoy spending time with my wife and son and our menagerie of rescue cats and dogs.



Chartered Financial Consultant®


Bachelor of Arts, Lafayette College

Visit one of our Locations

Washington DC III - Fairfax

4000 Legato Road

8th Floor

Fairfax, VA 22033

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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