My professional career has centered on the important responsibility of helping people and organizations manage resources appropriately.
I began my career in 1995 at CarMax, progressing quickly through the ranks from Buyer-in-Training, to Buyer, then Senior Buyer. In 1997, I was promoted to Purchasing Manager and moved to Arlington, Texas to help open a new location, oversee $7,500,000 of inventory and mentor the Purchasing Staff. In 1999, I came back to Richmond and joined First Union Bank as a Financial Specialist, gaining broad banking, investment and mortgage financing experience working primarily with individuals and families. I joined Legg Mason as a registered Financial Advisor in 2002 and in 2006 I completed the rigorous education and examination requirements to earn the Certified Financial Planner® professional designation. In 2007, I moved my practice to Davenport.
I earned my BS degree in Psychology major in 1995 from Virginia Commonwealth University and during my senior year I was recognized in the “Who’s Who Among Students in American Universities & Colleges. My wife Carolyn and I met at VCU. We have one son, Joshua. I enjoy spending time with my family, traveling, outdoor adventures and playing guitar. Passionate about continuing education and community involvement, I am a volunteer instructor for the Lifelong Learning Institute of Chesterfield (LLI), serve on its Board of Directors and currently manage the LLI Endowment Fund.
In honor of a family member, clients, and other friends with MS, I have participated in the National MS Society Bike MS event and have served as Trustee on the Board of Directors and on the Bike MS committee for the Virginia-West Virginia Chapter of the National MS Society.