Since beginning my career in the financial services industry in 2008, I have had the privilege of guiding clients through all the phases of the financial planning process. Fully understanding how critical of a role advisors play in assisting individuals and families prepare for their future, I have made it the foundation of my career to truly listen to my clients, and build plans tailored to their needs, goals, and dreams. I view these plans as living, breathing entities that will forever grow and evolve with the client(s). With this in mind, I find it vital to routinely meet with my clients in order to track progress, stay informed of their life events, and provide advice according to current economic patterns and market activity. The most important factor of cultivating these long term relationships is building trust through consistency and reliability. All my clients know I have their best interests at heart because I treat their dreams and goals as if they were my own.
My wife and I currently reside in Virginia Beach with our son and still consider Richmond, VA and Saint Petersburg, FL to be our “homes away from home” In my spare time you can find me playing guitar, fishing, lifting weights, or running in local events such as the Rock N Roll or Shamrock races.