I’ve always been drawn to work where I can make a tangible difference in people’s lives. That’s what led me to financial planning, and it’s what continues to motivate me today. While money alone can’t buy happiness, I believe a clear financial plan gives people the freedom to focus on what matters most: their families, their time, and the life they want to build.
In my work with clients, I help bring clarity and structure to their financial lives through thoughtful planning across investments, retirement, risk management, and estate strategies. My approach is grounded in building strong relationships and truly understanding each client’s goals, so their plan reflects not just where they are today, but where they want to go. I have a particular interest in helping clients connect their estate planning decisions with their broader financial picture.
I graduated magna cum laude from Virginia Tech in 2019 with a Bachelor of Science in Finance and a concentration in financial planning. I’m a loyal Hokie football fan and, like many, still waiting for that long-anticipated comeback season.
Outside the office, I serve as a volunteer EMT with the Fairfax County Fire and Rescue Department; an experience that has reinforced the importance of being prepared for the unexpected and supporting others in critical moments. I also enjoy fishing, skiing, and spending time with friends and family. My wife, Amber, and I live in Old Town Alexandria, Virginia, along with our red Lab, Copper.
I hold the CERTIFIED FINANCIAL PLANNER® designation, along with FINRA Series 7 and 66 securities licenses through Commonwealth Financial Network®, and life and health insurance licenses.
Education & Credentials
- BS,Virginia Polytechnic Institute and State University
- CERTIFIED FINANCIAL PLANNER® designation
- EMT, Fairfax County Fire and Rescue Department