picture of a planner

Here to act in your best interests

About me

I make it my mission as a financial planner to deliver comprehensive retirement and financial planning to all my clients, whether they’re striving for homeownership, focused on estate planning, or need guidance to help get them to the retirement they deserve. Outside of work, I enjoy spending time with my daughter, Rachel, and my son, Jarret, plus my female boxer, Truth.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™


Bachelor of Arts, Virginia Wesleyan University

Visit one of our Locations

Virginia Beach

277 Bendix Road

Suite 150

Virginia Beach, VA 23452

Virginia Beach - Newport News (Appt Only)

11815 Fountain Way

Suite 300

Newport News, VA 23606

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.

The latest insights from our experts

    What excess 529 funds can be used for

    The challenges of money and relationships

    Tips for navigating the new job market

    Resist borrowing from 401k