Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Military, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Financial Education, Estate Planning, Risk Management Strategies
Preparing for that next step in life isn’t always easy. 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. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Virginia Tech Graduate 1988
CFP Designee 1996
CLTC Designee 2006
CFeD Designee 2009
Special Care Planner 2009
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222 Central Park Ave Suite 1100
Virginia Beach, VA 23462