6216 Rolling Rd
Springfield, VA 22152-2307
I am a Premier Advisor and Chartered Retirement Planning Counselor (CRPC®) with experience in financial services since 1996. I take the time to understand my clients and then help them take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, working with them to build their trust through high-touch attention, in-depth conversations, and technology. I seek to guide and help empower my clients through their financial journeys, from today to retirement—and beyond.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more