ROLE: To help clients by providing objective and thoughtful financial advice and to do whatever it takes to build a better firm.
MY CLIENT IMPACT: My role allows me to build long lasting relationships with clients and serve their financial needs.
PERSONALITY: People person, engaging, honest and fair.
PERSONAL PASSIONS: Family, outdoor activities and classic cars.
CREDENTIALS / EXPERIENCE: Certified Public Accountant with 20+ years serving tax, financial planning and investment needs of individuals.
EDUCATION: Bachelor of Science in Business with a major in Accounting from Virginia Polytechnic Institute & State University, graduating Cum Laude; Master of Business Administration with a concentration in Finance from Virginia Polytechnic Institute & State University