I believe that financial planning is more than just numbers on a balance sheet – it's about creating a comprehensive plan that aligns with individual goals and paves the way for financial security and prosperity.
I strive to understand the goals and objectives of each client in the communities I serve. I help my clients achieve their goals through education, strategic partnerships, and leveraging our services and solutions as a holistic wealth planner.
Over the span of my professional journey, which began in 2009, I've had the privilege of building a robust career and evolving in roles at some of the most respected financial institutions. During this time, I developed a keen eye for strategic financial planning and wealth management, always striving to understand my clients' goals and objectives in order to provide the most effective advice and guidance.
I hold a B.S. degree in Business Administration with a focus in Finance from Old Dominion University, a foundation that has equipped me with the knowledge and understanding to navigate the complex world of finance. I am a member of the Old Dominion Alumni Association of NOVA/DC as well as an avid supporter of Habitat for Humanity.
I look forward to helping you shape your financial future.