Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
As a Coastal Virginia Wealth Group Wealth Consultant and Certified Financial PlannerTM professional, I offer investments, investment management, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help. I specialize in Retirement Planning and Investment Management.
I have been married to the love of my life Diana for 35 years come this November (2021), and we are blessed with 5 wonderful children. Our eldest daughter Ashley graduated from Old Dominion University, and is married to Nathan--they gave us our first Grandchild in the Fall of 2018!. My eldest son Bill graduated from James Madison University with a degree in Accounting and is a CPA & Tax Manager specializing in corporate taxation at BDO-- a Global Firm with a branch in Hampton Roads. Zach finished a Biology Degree at Penn State, and is working full time in Physical Therapy in Virginia Beach. He will be attending the Doctor in Physical Therapy Program at Marymount University in Fall 2021. Jacob graduated from Virginia Tech this year with a degree in Chemical Engineering, and has been accepted into VT's Chemical Engineering Masters Program, which he will start this Fall as well... AND--my last son Luke joined his brother at VA Tech in the Fall of 2020 to study Finance and Pre-Law, and is enjoying Fraternity Life as an Alpha Tau Omega Member whose Motto is: Love and Respect, and was founded in 1865 based on Judeo Christian values and principals.
Diana and I are officially "Empty-Nesters," and are enjoying every moment of it! It was awesome raising our 5 children... but, it is even more awesome doing our "own thing" together, and watching these young adults of ours take on the world!
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