“I have been taught to work hard for everything. I love helping people accomplish their goals, and that satisfaction is even greater when we know that we’ve worked above and beyond to get there.”
Serving my clients
With genuine care for my clients, I guide them in charting their financial paths and I am with them through the ups and downs of the financial markets. My greatest satisfaction comes in helping them accomplish what they’ve planned. I work diligently to develop individual management plans to help clients reach their goals. Clear and frequent communication nurtures our long-term relationships, which are the richest reward.
About me
I grew up in a military family and lived in South Korea, Germany, Texas, and Virginia. The first to go to college in my family, I attended Hampden-Sydney College from 1989-1993. I’ve been fortunate to play soccer throughout my life, and passed on that love to my sons. My wife, Nichole, and I have three boys, Jordan, Nick, and Alec. Nick played soccer professionally for the German club, FC Schalke; Alec played for the Guam National Team, Richmond Kickers, and Roanoke College. My wife and I enjoy traveling and attending sporting events such as NBA, NFL, MLS, and Premier League games.
Experience
Certification & Education
- Registered Representative (FINRA Series 7)
- Investment Advisor Representative (Series 66)
- Candidate for Wealth Advisor for Sports & Entertainment
- Bachelor’s Degree from Hampden-Sydney College