BUSINESS PHILOSOPHY
My goal is to educate healthcare providers and others on wealth accumulation and risk management. By using an uncommon approach to financial decision making, I help clients focus on protection and cash flow to better prepare them for life's unexpected events while aiming to grow their wealth. Using these strategies, clients are able to support what they are passionate about whether it be their family (college funding or retirement), their church, their school or a favorite charity.
- Licensed to sell Life Insurance, Health Insurance & Annuities in VA.
- FINRA 6, 63, and 65 registration
PERSONAL
- Resident of Richmond, VA
- Family: Married with one child.
- Hobbies: Gardening/Landscape design, cooking, college football, skiing, swimming, and travel
ORGANIZATIONS
- Member of St Giles Church
- Member Richmond Chamber of Commerce
- Member Bless Richmond
- Member Westwood Club