I am a CERTIFIED FINANCIAL PLANNER® professional with Community Financial Group. I've been an advisor since 2009, and my main areas of concentration include retirement planning and wealth management.
I enjoy taking the time to understand my client’s needs and develop a financial plan — a living document — that acts as the foundation for all decisions I make with my clients.
A typical day at the office involves me holding meetings with clients to review and update their financial plans. A large portion of time also goes into analyzing strategies on behalf of clients so that I know the plans I put in place are most aligned with my clients’ goals.
I graduated from Longwood University, where I earned my degree in Business Administration, with a concentration in Finance. I grew up in Reedville, VA, in the Northern Neck. I now live in Richmond with my wife, Meghan, my identical twin boys, Connor and Brooks, and my daughter Reese.