With over three decades of experience in wealth management and estate planning, my journey has been fueled by a passion for helping clients achieve their financial goals and a love for continuous learning. Each client interaction presents an opportunity to grow and make a meaningful impact, and I cherish the relationships I've built over the years.
I was born in Richmond, VA, and spent my formative years in Roanoke, where I developed a deep appreciation for community and service. My wife, Hilarie, and our daughter, Bailey, are my greatest supporters, and I treasure the time we spend together.
Outside of work, I enjoy traveling, playing golf, and engaging in outdoor activities. I'm actively involved with the Roanoke Valley First Tee and the Roanoke Valley Estate Planning Council, where I contribute to initiatives that align with my professional experience and personal values.