916 canvasback lane
heathsville, va 22473
Broker Dealer Information
A Registered Representative with securities offered through:
Fortune Financial Services
3582 Brodhead Road
Monaca, PA 15061
Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors.
Fortune Financial Services and Interactive Financial Advisors are not affiliated.
My professional purpose is to help clients achieve their financial goals, protect and grow their wealth in addition to building long lasting relationships with the client, and their family.
Together we work to define your objectives, expectations, hopes, desires and concerns and use them to develop a personalized financial plan designed to address all of the aspects of your financial life. We use a plan based on your time horizon, risk tolerance, tax sensitivity and expected returns to reach for your goals.
I graduated from Texas Tech University in 1995 and then moved to Vail, CO, where I met my wife, Carrie. We were married in 2003. We had our second son while living in Henderson, NV. We have now settled in Northumberland, VA to raise our family and be close to extended family.
As an Eagle Scout and former college athlete, I enjoy coaching youth sports and participating in local nonprofit community events. I feel that my diverse background and life experiences living in other regions of our country has brought me to a place where I am settled and can enjoy my life, family and business.
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