Leadership

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Virginia Tech Graduate 1988
CFP Designee 1996
CLTC Designee 2006
CFeD Designee 2009
Special Care Planner 2009

Focus Areas

• Insurance Strategies
• Investment Strategies (Reg. Reps Only)
• Business Owners
• Special Needs (ChSNC Required)
• Military
• Retirement Income Planning
• College Funding Strategies
• Charitable Giving
• Group Benefits
• Business Succession Planning
• Financial Education
• Estate Planning
• Risk Management Strategies

Languages

• English