1300 Sunset Ln
Suite 3210,
Culpeper, VA 22701-3352
I have more than 20 years of experience and serve as Vice President and Financial Advisor with Truist Wealth Services, Inc. I hold my Series 7, 65, and 66 securities registrations and offer clients financial services, retirement planning, and investment management experience. I am dedicated to learning about my clients’ personal goals and specialize in building financial plans focused on their specific needs throughout every stage of life.
Investment Adviser Representative, Truist Advisory Services, Inc.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
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