At Potomac Financial, I work alongside a team of experienced advisors to help individuals and families build and protect their financial futures. My work focuses on personal financial planning, investment and asset allocation strategies, risk management, retirement income planning, and estate planning. In recent years, I’ve developed an interest in education planning and helping small business owners navigate their unique financial needs.
I joined Potomac Financial after graduating from Virginia Tech in 2017 with a Bachelor of Science in Finance, where I also completed the CFP® Certification Education Track. I was drawn to this profession by a genuine passion for helping people make confident, informed decisions about their future. I believe every financial decision plays a role in the bigger picture, and I’m committed to educating and empowering clients so they feel more in control of their financial lives.
I hold the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, along with FINRA Series 7 and Series 66 securities licenses through Commonwealth Financial Network®, as well as life and health insurance licenses.
Based in Richmond, Virginia, I enjoy making the most of my time outside the office on the golf course, traveling, and spending time with friends and family. My wife, Caroline, and I live here with our dog, Ryder, who keeps us active and entertained. We enjoy being involved in the local community. As a proud member of Rotary International, I value the opportunity to give back and make a meaningful impact.
Education & Credentials
- BS, Virginia Polytechnic Institute and State University
- CERTIFIED FINANCIAL PLANNER® (CFP®) professional
- Member, Rotary International