I am a seasoned independent investment advisor representative leading a Wealth Services practice where I provide Comprehensive Financial Planning and Private Wealth Management services to families, business owners, and corporate executives around the country. My emphasis on personalized planning allows for the design and implementation of customized investment strategies for each client that include asset and risk management, retirement income planning, education funding, and estate protection and transfer.
With over 18 years of experience at both large Wall Street investment corporations and small independent advisory firms, I can bring a unique perspective to my clients in offering a blend of the best elements of both. As an advisor with one of the largest independent Broker/Dealers in the country, my clients have access to the resources and expertise of a national investment firm in the more client-centered, personal setting of our local independent brokerage office. We strive to provide the objective and non-proprietary advice our clients value without sacrificing the tools, technology and services they expect.
Born and raised in Northern Virginia, I graduated from the University of South Carolina in 1984 with a B.S. degree in Finance. My investment career began at Smith Barney in 1997 where I spent the next 12 years building my practice- first as Financial Advisor working with individuals and families, and later as a partner on a select Corporate Services Team working with public companies and their executives on wealth management, stock plans, and retirement plans. In 2009 I joined Fulcrum Securities in their Reston, VA office as a Vice President of Investments. Finally, in 2014, I transitioned to the Sunrise Wealth Partners, LLC office where I continue to work with clients to help achieve their financial and retirement goals.
Industry Licenses & Professional Organizations:
- Series 7, 63, 65, 79 Securities Licenses
- Life and Health Insurance Licensed
- Financial Services Institute
- Dulles Chamber of Commerce
- Lions Club International