Helping clients change the trajectory of their financial futures has been my passion and mission for many years. My journey into financial advising began in my late twenties when I had the good fortune of working with an influential financial advisor. His advice and guidance made a significant difference in our early financial lives, providing us with stability and direction.
In my late thirties, I found myself at a crossroads in my career. An opportunity to move into the financial services industry presented itself, and I took it without hesitation. This career shift allowed me to blend my passion for helping people with my interest in financial planning.
I've always been a people person. Early in my working life, I was involved in the home-building industry, where I worked closely with clients to build the homes of their dreams. This experience ignited a passion for helping people achieve their goals. Transitioning to the financial planning industry has allowed me to increase my involvement and impact, guiding clients to build secure financial futures.
I've been married to my wife, Lisa, for 30 years. We met in college and were married shortly after graduation. After a brief period in Baltimore, Maryland, Lisa and I moved to Charlottesville, VA, where we raised our two sons, Bobby and Joey. I'm proud to say that both of our boys have joined the practice after completing their college education.
I hold an MBA (Masters in Business Administration, '93) and a range of certifications, including FINRA Series 6, 63, 7, 65 & 26 licenses held with LPL Financial and CEPA (Certified Exit Planning Advisor). These qualifications equip me with the knowledge and skills to provide comprehensive and personalized financial advice to my clients.