Account Vice President
I have been in Financial Services for over 30 years, including 25 years of experience in Investments, with both full-service brokerage firms and national banks. I also have experience in Retail and Commercial Lending, and Wealth Management.
I work with high-net-worth clients to assess their needs, determine their goals, and achieve their objectives. Together, we develop a comprehensive wealth management strategy for financial success, both for themselves and generations to come. My clients are successful individuals, families, and business owners seeking to protect and grow their wealth.
Registered since 1991, I currently hold Series 7, 63 & 65 securities registrations as well as Virginia Health, Life & Annuities, and Variable Insurance licenses.
My community involvement includes volunteering with Venture Richmond and serving as Treasurer on my Home Owners Association Board of Directors.