As a Certified Financial Planner (CFP®) and Wealth Manager, I have a fiduciary duty to my advisory clients and always act in their best interest. I spend my time working with individual clients/households to help them take their first step on the best path to meet their financial goals. I specialize in working with current and former Federal Employees, Healthcare Professionals, and Divorcees.
My fundamental areas of Financial Planning include:
- Retirement Planning
- Investment Planning
- Education Planning
- Budgeting and Cash Flow Analysis and Management
- Insurance Planning
- Estate Planning
- Divorce Mediation
I earned my MBA from Shenandoah University in 2018 and my bachelor of arts degree in psychology from DePauw University in 2001. During my time at DePauw, I played NCAA college soccer and served as a team captain. I currently hold a FINRA series 7 license through LPL Financial and a FINRA series 66 through LPL Financial and Water Street Financial, as well as Virginia Life, Health, and Variable Insurance licenses.
My wife, Meghan, and I reside in Old Town Winchester with our lil' pup, Sammy. We love to travel, both in the US and abroad, and we enjoy playing tennis and pickleball at our local racquet club. We also enjoy camping and hiking. I am a devoted Oklahoma Sooners football fan and an avid professional soccer fan.