Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
I am a firm believer in professional education, and I hold my Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and I recently received my Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services. I am the treasurer of my son’s Cub Scout Pack 544 in Mechanicsville, Virginia. I am most proud of my wife, Tracy, and my son, Traylor and daughter, Lola Grace. I am grateful for the opportunity to serve my clients and bring my experience and knowledge to the community.
I am licensed to sell insurance in VA, MD and NC and securities in: VA, AR, FL, GA, MD, NC, NY, PA, TX and SC.
I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059 (804)346-1011
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