I focus on working with clients to create long term, personalized financial plans in addition to overseeing portfolio design. As a Portfolio Management Director, I have served high net-worth families for 25 years. I earned a B.A. in Business Administration from Radford University. In my free time, I enjoy golf, gardening and spending time with the Better Sports club of Arlington. I live in Arlington, Virginia with my wife, daughter and our Portuguese water dog Ace.
Services Include
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- UGMA/UTMA
- Professional Portfolio Management
- Cash Management and Lending ProductsFootnote5
Securities Agent: RI, NY, CO, WA, MS, MN, OK, MA, DC, SC, TN, MD, FL, WV, VT, TX, UT, VA, PA, NV, NC, MO, LA, CA, NJ, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301100