Helping families turn their values into action through personalized planning, disciplined investing, and long-term partnership. We help families in the Greater Richmond area align their money with what matters most through values-based financial planning. Our team is committed to understanding each client's unique goals and helping them use their resources to support their family, purpose and future aspirations. We take seriously the responsibility of managing the assets entrusted to us and strive to be thoughtful stewards of every dollar. While attending VCU, I started an online marketing firm, giving me firsthand experience with the opportunities and challenges business owners face. For those who appreciate obscure accomplishments, I was also the 2012 Fauquier County Fair Hot Dog Eating Champion. Outside of work, you'll usually find me spending time with my wife, traveling to a beach somewhere (not humid) or watching my D.C. sports teams struggle (I'll still watch every game). Growing up in a family involved in foster care helped shape my passion for serving others and investing in people during important moments in their lives. Every relationship starts with one question: "What's important to you?" Using a clear and personalized planning process, we build strategies tailored to your unique goals. We work best with people who want to be investors, not just savers; partners, not customers; and who value family, generosity and living with purpose. I have nearly nine years of financial services experience, beginning with VCU's Money Spot® program and continuing through roles at Truist Bank and Edward Jones. Earning my CFP® certification in 2024 was a turning point in my career, helping me provide more personalized and comprehensive advice to the families I serve. Through thoughtful stewardship, comprehensive financial planning and long-term partnership, our goal is to help clients gain confidence, clarity and peace of mind so they can focus on what matters most and live lives marked by purpose, generosity and fulfillment.
