Team 
“We’re not just putting together a plan and telling the client about it – it’s a living, breathing plan. We’re continually getting updates, so we know where we are and where we’re going.”
Serving my clients
After mastering a new wealth planning system to implement data and run scenarios in order to build customized wealth plans, I found that what I enjoy even more is helping to present those plans to clients. When you put something together and the client is happy with it, that feels good. We have all of the relevant information, we can see the numbers, and we discuss a plan of action based on where the client wants to go and what they want to do. Examining data and running scenarios on the computer is interesting and important, but I really enjoy the client-facing aspect of our work.
About me
I’ve played soccer my whole life, and I stay active now, competing regularly in local men’s leagues. My two brothers and I grew up in Midlothian, Virginia playing soccer in school and on travel teams. In the winter, I participate in indoor soccer leagues and snowboard. In the summer, I enjoy visiting North Carolina beaches with my family.
Experience
Certification & Education
- Coursework focused on economics and Spanish, Hampden-Sydney College