Thank you for landing on the Consolidated Planning website and clicking on my bio.
Born in Richmond, Virginia and steadily moving south; following graduation at Virginia Commonwealth University, I have always been a “people person”.
Following successful stretches in industrial chemical sales and collision center management, I assisted my parents with planning for retirement, as I have a passion for learning about markets, products, and safety/protection. Now in my thirteenth year, my approach is consultative and wholistic.
When I’m not meeting with clients; reviewing, planning, and assisting with their goals and concerns, I have a variety of interests. These include spending time with my kids, Madelyn 19, and Jack 17, golf, reading, cooking, and playing drums in a local covers band.
I invite you to reach out to me, and let’s get started.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.