Over the course of my 23-year career in the financial services industry, I’ve been involved in all aspects of investment management, including research, strategy implementation, and financial planning I joined Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2018.
Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
I’m an active volunteer for Vienna youth soccer, serving as the commissioner for the past five years. I also coach VYI lacrosse and work with the children in Vienna as a docent for the Grace Arts Program.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
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