I began my financial planning career after working with my own financial advisor. Going through the financial planning process changed my life for the better. My wife and I slept better knowing we were “on track” in some areas and where we had to make changes. It was a great feeling, and I realized I wanted to do that for others. I started at another company, but when one of my mentors, Michael Kalas, formed Potomac Financial, I joined the practice.
I provide comprehensive planning solutions for both individuals and business owners in the areas of retirement planning, risk management, and estate planning, as well as personal financial planning, asset allocation, and investments.
I believe that people are much more likely to achieve success if they make their financial decisions on a goal-centered plan. It is hard work to build wealth; partnering with a professional advisor who really listens is critical.
I’m also one of the rare locals born and raised in Fairfax and Loudoun Counties, and I currently live in Reston, Virginia, with my wife. We enjoy spending time in North Carolina’s Outer Banks and traveling.
Education & Credentials
- BA, Old Dominion University
- Chartered Financial Consultant® (ChFC®)