Team 
“My holistic approach centers around understanding my clients’ unique circumstances, concerns, risk tolerances, and financial objectives. I tailor strategies and comprehensive plans to address every facet of their goals. As my clients’ objectives evolve, I adapt our planning to align with their changing needs.”
Serving my clients
I launched my career in financial services in 1981 after graduating from Virginia Tech. In the four decades since, I’ve become a proponent of patient and steady investments. Always dedicated to helping my clients realize their financial goals, I employ a consistent approach to wealth management and a solutions-driven mindset. I base decisions on three fundamental principles: honesty, integrity, and process.
I’m grateful to have worked with most of my clients for many years, and in navigating the financial events that accompany life’s ups and downs, we’ve developed lifelong relationships that I cherish. I am proud to serve many of their children and even grandchildren, who have become clients themselves.
About me
I have always believed in the importance of volunteering and currently serve on the Investment and Finance Committee for Feed More and the Management Advisory Board for the Virginia Tech Pamplin College of Business. I enjoy watching Hokie sports and working out with a peer group that trains outdoors in various locations around Richmond. I attend Hope Church and my wife, Michele, and I treasure time spent with our three adult children.
Experience & Recognition
Certification & Education
- Registered Representative (FINRA Series 7)
- Investment Advisor Representative (Series 66)
- Licensed Insurance Agent with the Commonwealth of Virginia
- Certified Financial Planner™
- Bachelor’s Degree in Business Management from Virginia Tech
*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com)2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.