designations: CFP®, CRPC
phone: 757.777.3132

I manage a fee-based financial planning practice which provides advisory services in the areas of estate planning, investment coordination, business succession planning and retirement income planning. I am affiliated with Lincoln Financial Advisors. I chose this firm because of its resources, wide array of financial products, and intellectual capital not found elsewhere.

I am married to Theresa, and together we have three wonderful children. I love to spend time with my family and play golf in my free time. I am a Norfolk native and now live in Great Bridge.

It is imperative I stay on top of my field. My clients expect the most current techniques and tools in the creation of their financial plan. I have successfully passed a rigorous examination after some very intensive study for the CFP® Professional certification. CFP® Practitioners pledge to a strict code of ethics. In addition, I earned a CRPC® certification in order to master the specific issues retirees face in developing retirement income security strategies.

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