My path as a wealth advisor is marked by a profound commitment to client success and a personal narrative of overcoming adversity. Born in Norfolk, VA, and raised between the diverse landscapes of Nags Head, NC, and Virginia Beach, VA, my upbringing fostered a deep appreciation for outdoor life and the arts. My career, spanning over two decades and rooted in my only known profession, is distinguished by a steadfast dedication to my clients financial aspirations. I strive to be a guiding force for my clients, leveraging my professional acumen and personal experiences to navigate the complexities of financial planning and wealth management.
I graduated from Hampden-Sydney College: BA in Economics and hold the CERTIFIED FINANCIAL PLANNER™ designation. Some of my recognitions include Virginian Pilot Top 40 Under 40, *Forbes Next Gen Wealth Advisor, and *Forbes Best in State Wealth Advisor. I was active in the Norfolk Public Library and in 2015 was awarded the Trustee Citation Award by the American Library Association. Additionally, I have given time to the Virginia Department of Deaf & Hard of Hearing as a past member of the Advisory Council as well as the Hampden-Sydney College Alumni Association. I am a father to two sons, sharing a love for the outdoors and creative arts with them. I am also an avid woodworker and traveler with a special fondness for European cities. My commitment is to lifelong learning and making a positive impact on others.
Education and Credentials:
- Hampden-Sydney College: BA in Economics
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Forbes Best-in-State Wealth Advisor* – 2022
- Forbes Next Gen Wealth Advisor* – 2019
- Forbes America’s Next Gen Advisor* – 2018
- Virginia Pilot – Top 40 under 40 – 2011
- CA Insurance License #4185202
Personal Life and Interests:
- Father to two sons, sharing a love for the outdoors and creative arts
- An avid woodworker and traveler with a special fondness for European cities
- Committed to lifelong learning and making a positive impact on others
* The Forbes Best-in-State Wealth Advisors rating was presented in April 2022 using data gathered from June 2020 to June 2021 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes Top Next-Gen Wealth Advisors Best-In-State (Virginia) rating was presented in June 2019 using data gathered from March 2018 through March 2019 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Advisors considered have a minimum of four years’ experience. It uses a rating algorithm that is based on industry experience, interviews, compliance records, assets under management, revenue trends, and those that encompass the highest standards of best practice. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes America’s Next Gen Advisors rating was presented in July 2018 using data gathered from March 2017 through March 2018 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Advisors considered have a minimum of four years’ experience. It uses a rating algorithm that is based on industry experience, interviews, compliance records, assets under management, revenue trends, and those that encompass the highest standards of best practice. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
