Navigating retirement is one of the most important financial phases of a person’s life.

There’s a lot to think about — Social Security, Medicare, taxes, investing, income planning, legacy goals, estate planning — and it can all feel overwhelming.

My job is to simplify the complex so you can make confident, well-timed decisions.

Common questions I often hear are:

“Will I have enough to retire — and stay retired?”
→ We run the analysis and create income plans that are stress tested for longevity, market risk, and spending shocks.

“When should I claim Social Security?”
→ We help you weigh the trade-offs based on your income needs, health, and long-term goals.

“How do I avoid big tax surprises in retirement?”
→ We build a tax-smart strategy using IRAs, Roth conversions, and other planning tools.

“What if healthcare costs derail my retirement?”
→ From Medicare choices to long-term care planning, we map out the options ahead of time.

“How do I leave a legacy, not a mess?”
→ We work together on estate planning and making sure your wishes are honored efficiently.

I take pride in being approachable, honest, and thorough. And I love helping clients feel more confident and less stressed about their future.

I earned my bachelor's degree in Finance from James Madison University. As a Financial Planner and Registered Investment Advisor, I hold the FINRA Series 7 and 66 registrations and am a registered representative with MML Investor Services, LLC.

On any given morning, you can find me starting the day on the court for a game of basketball. You can also find me on the golf course a few times a month, working on my game. I enjoy the constant and never-ending pursuit of improvement that sports offer. I also enjoy spending time with friends and family, traveling to new destinations with my wife, Sophia, and spoiling our dog, Mocha.

 

Education

James Madison University