Broker Check

I Have an Advisor

Looking for a second opinion or perspective regarding your financial plan?

There may be several ways to achieve your financial goals.  Is there a more efficient way to do so?  Another perspective may uncover ways to reduce risk while maintaining the same probability of success.

Is your current advisor retiring in the next 5-10 years?

If this is the case, would you feel more comfortable working with an advisor that will continue to work with you well into your retirement years? Having started in the industry directly out of college, I have amassed over 23 years of experience, while well away from retirement with a young family. 

Are you new to the area and looking for a local professional?

Being born and raised in the area, I have seen all that the Hampton Roads area has to offer, that attracts countless individuals and families. There may be advantages of having a local advisor to help you directly.

Are you interested in working with a Certified Financial Planner™?

A Certified Financial Planner™ is held to additional ethical standards and mindfully incorporate aspects of financial planning that include estate planning, life insurance, long-term care, investments and taxation.

Schedule an Appointment

Schedule an Appointment

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (757) 599-9111