I have been in the industry since 1993 and joined Morgan Stanley as a Financial Advisor in 2000. Since childhood, I have been immersed into the financial world as I would accompany my father to investment seminars and meetings with Advisors. I learned how to invest from an early age when I would invest the money I earned from mowing yards. Growing up in Appalachia, where many of my neighbors did not see much wealth and often struggled with their finances, I grew to see the power and importance of growing wealth in your life using investment vehicles like stocks and bonds. Taking an extremely empathy-driven approach, I deeply value my bonds with clients. I enjoy building and growing relationships, and seeing these relationships cumulate into a profitable partnership for my clients. I take the time to truly learn about each of my clients’ individual profiles so that I can best help them succeed. I recognize the trust clients place in me and I consider it an honor to be in such a position. My practice is driven by holistic financial planning, and I make sure to continually monitor and review plans so that my clients are on track to reach their unique goals. I earned my Bachelor’s degree from The University of Tennessee- Knoxville and my Master’s from The George Washington University. I currently live in Middleburg, VA with my wife where I am greatly involved in the local community. I take great pride in serving on a local board that works to promote classical music in Middleburg. I am also an avid outdoorsman and spend much of my free time hunting, fly fishing, playing polo, and shooting sporting clays.
Listed skills include Management Practices, Financial Advisory, Positioning, Flexible, and 147 others.
