Are you a Federal Government Employee looking for financial advice? There is nothing I enjoy more than educating and inspiring you!
I have over 20 years of experience working with Federal Employees and Retirees. Our job is to make sure you protect your hard earned money and stay on top of your TSP, investments, insurance and required minimum distributions.
As a CERTIFIED FINANCIAL PLANNER® professional, I deliver experienced guidance and service to my client base. Our approach is about thinking carefully, planning thoughtfully, and acting deliberately with the money you've entrusted to us. Our personalized strategies are grounded in long-term fundamentals with adjustments for today's markets.
What can you expect? Trust. Communication. Results. We are here to give you retirement confidence!
Upon graduating from the Penn State University, I chose to help businesses and individuals achieve their financial goals.
With our robust virtual meeting abilities we serve clients across the United States.
I am active in several industry and civic organizations, including:
•Finseca
•The Penn State Alumni Association
•Grace Community Church
I currently reside in Leesburg, VA with my wife Natasha and our dogs Duke and Benjamin.