Are you unsure how to plan for your financial future? Does it all just seem intimidating and overwhelming? When it comes to planning for your future and dealing with everything from college planning, retirement planning, or even estate strategies, it can help to have someone who’s experienced and knowledgeable to assist you along the way.
INVESTMENT ADVISER REPRESENTATIVE | Covering: Greenbrier, Hilltop, Taylor Road, and Virginia Beach Town Center
A registered representative of Cetera Investment Services, LLC
Since beginning my career in the financial services industry in 2008, I have had the privilege of guiding clients through all the phases of the financial planning process. Fully understanding how critical of a role advisors play in assisting individuals and families prepare for their future, I have made it the foundation of my career to truly listen to my clients, and build plans tailored to their needs, goals, and dreams. I view these plans as living, breathing entities that will forever grow and evolve with the client(s). With this in mind, I find it vital to routinely meet with my clients in order to track progress, stay informed of their life events, and provide advice according to current economic patterns and market activity. The most important factor of cultivating these long-term relationships is building trust through consistency and reliability. All my clients know I have their best interests at heart because I treat their dreams and goals as if they were my own.
My wife and I currently reside in Virginia Beach and still consider Richmond, VA, and Saint Petersburg, FL to be our “homes away from home”. In my spare time, you can find me playing guitar, fishing, lifting weights, or running in local events such as the Rock N Roll or Shamrock races.
Designations and Degrees
Licensing and Training
Check the background of this investment professional on FINRA’s BrokerCheck.
*Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
**For a comprehensive review of your personal situation, always consult with a tax or legal Adviser. Neither Cetera, nor any of its representatives may give legal or tax advice.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
NOT A DEPOSIT.
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
INVESTMENTS ARE NOT NCUSIF INSURED MAY LOSE VALUE.
NO CREDIT UNION GUARANTEE.