Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in the future. That’s why I’m an advisor for Baird.
My primary business focus is to work with clients to discover their goals, tailor an individual financial plan, and then work with the clients over time to help them navigate the details. I have been involved in the Wealth Management Business for 37 years and have a Bachelor of Arts from the University of Virginia and MBA from Indiana University which enables me to bring a unique perspective to my clients.
Although I am in the financial industry, my community is my passion. I have served on the Board of Trustees for Historic Locust Grove and Meredith Dunn School.
Want to learn more about my practice? Explore the process, values and experience I use to help you get where you are going. My mission is to help guide and support you in order to achieve your dreams.
This is your story.
I can help you write it.