Broker Check

101 S. Whiting St., Suite 203
Alexandria, VA 22304

(703) 370-7666

Agent Photo

Your Financial Future Is a Matter of Choice

This website was designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and tax planning.  Most importantly, we hope you see the value of working with a professional to pursue your financial goals.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Send Us An Email

Thank you! Oops!

Recommended Content

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.