Financial advisor serving individual investors and small business owners in the Greater Richmond Region of Virginia

This is a partnership – My role as your financial advisor is to listen to you, present you with solutions and answer your questions while educating you along the way – so you can feel confident in all of your financial decisions. No matter where you are starting today:

• Starting Out – I can help you build a budget while making small changes that can make a big impact on your financial future.
• Retirement – Dream big and dream hard now. Let's put a plan in place to make the last third of your life everything you have dreamt of and more. It is never too late!
• Legacy – I will help you to define what this looks like for your family – whether it is financial literacy to set them up for success or even wealth transfer strategies.
• Unplanned Events – Whether that be a job loss, death or even divorce – I will be that steady hand to help you thru life's challenging moments.

It is a priority of mine to truly get to know each client's story as well as for you to learn mine:

I moved to the beautiful Richmond/Chesterfield area over 20 years ago from Northern Virginia and fell in love with the community — never looked back! I have two daughters; Kylah who is in college at Old Dominion University and Melina who is in High School. I am married to a wonderful man, Reggie, who has the patience of a Saint – especially as I learn to play golf with him!

I hope to become a trusted partner and lifelong friend to every person who walks through my door. I would love to have a meaningful conversation about what's most important to you. Give me a call, so we can get started today!