I’ve been helping clients through the financial planning process since 2009, and have never met two clients who needed the same kind of plan. I believe in providing customized guidance and educational support for each client so that they feel confident in making informed financial decisions. I always begin the planning process with a one-page Asset Map, which brings clarity to a client’s current financial situation and gives me the information I need to offer the best advice and recommendations for the future.
I know how important it is to continue learning—both for my clients and for myself. That’s why I have continued to learn and improve as an advisor, earning my CFP®, ChFC®, and CLU® designations over the course of my career. It’s also why I am continually educating my clients through every stage of their financial journey on the major financial topics that will help them reach their long-term goals.
I grew up in the Northern Neck of Reedville, Virginia. I attended Longwood University, where I received a Bachelor’s degree in Business Administration, with a concentration in Finance. I currently live in Midlothian with my wife, Meghan, and our three children: identical twin boys, Connor and Brooks, and daughter, Reese.