I am a CERTIFIED FINANCIAL PLANNER® professional with Community Financial Group and work out of our Fredericksburg office. I started my professional career in 2017 with Equitable Advisors as a member of the Retirement Benefits Group (RBG). Today, I’m still an active member of the RBG within our local school systems where I advise K-12 educators on their retirement plans. As is true with our clients from all walks of life, we here at CFG take great pride in helping out state's educators retire comfortably and securely. the
After graduating with my Bachelor of Science in Economics from West Virginia University, I continued my education by obtaining my FINRA Series 7 and 66 registrations. I then earned my CERTIFIED FINANCIAL PLANNER® designation in 2022 to better serve the needs of my clients.
One thing I truly love about working at CFG is the emphasis our team puts on educating clients on how to reach their financial goals. We take a “big picture” approach to developing recommendations, as each client has different financial needs and goals. This process of comprehensive financial planning is the foundation for helping our clients obtain their desired outcomes.
Around the office, my colleagues have described me as caring, level-headed, and always ready to lend a hand. I would describe myself as an avid outdoorsman. Fishing, rock climbing, camping, off-roading—you name it, I’m in!
Being a financial advisor is all I’ve known throughout my professional career and I wouldn’t have it any other way. I am grateful to be able to partner with individuals and families as we work together to reach their financial goals.