Are you a Federal Government Employee looking for financial advice? I have over 20 years of experience working with people like you. Our job is to make sure you protect your hard earned money and stay on top of your TSP, investments, insurance and required minimum distributions.
Are you a successful business owner or professional who cares about protecting your business and your family? We look forward to building a trusting long-term relationship with you so we can understand your needs, goals and concerns about your future.
As a CERTIFIED FINANCIAL PLANNER ™ professional I deliver experienced guidance and service to my client base. Our approach is about thinking carefully, planning thoughtfully, and acting deliberately with the money you've entrusted to us. Our personalized strategies are grounded in long-term fundamentals with adjustments for today's markets.
What can you expect? Trust. Communication. Results. We are here to give you retirement confidence!
The Washington DC Branch of Equitable Advisors proudly supports and recruits Military Veterans as a V3 Certified Company. Should you or a contact of yours be a Veteran looking to build a career in finance, please give me a call directly. Thank you for your service!
Upon graduating from the Pennsylvania State University in May of 2001, I chose to help businesses and individuals address their financial goals.
With our robust virtual meeting abilities we serve clients across the United States.
I am active in several industry and civic organizations, including:
•The Penn State Alumni Association
•Grace Community Church
I currently reside in Leesburg, VA with my wife Natasha and our dogs Duke and Benjamin. I enjoy playing sports, drinking wine and international travel.