With more than twenty years of experience in the financial services industry, I specialize in helping individuals and families build secure, sustainable retirement strategies. My approach is comprehensive and relationship-focused, starting with a clear understanding of each client’s goals, values, and priorities. From there, I design customized financial plans built around small, actionable steps that support both long-term success and everyday peace of mind.
Clients can expect consistent, one-on-one guidance, regular check-ins, and direct access to personalized support. I work with individuals at every stage of life, offering strategic solutions in retirement planning, insurance protection, college savings, estate planning, and tax management.
I hold a bachelor’s degree from West Virginia University and remain actively involved in my local community. Outside of the office, I enjoy spending time with my wife, Holly, and our four children, Shyla, Declan, Ashlynn, and Brooklyn. I’m also an avid traveler and hockey player.
Whether your financial goals are straightforward or complex, I’m here to provide clear, trustworthy guidance and solutions that grow with you through life.