I am Series 7, 8, 63 and 65 registered with the Financial Industry Regulatory Authority, and am licensed to sell insurance and annuity products.I began my career in financial services with First Virginia Bank in Urbanna, Virginia as a Management Trainee in 1988. Shortly thereafter, I was recruited by Dominion Bank in Hayes, Virginia to become an Assistant Branch Manager and Consumer Loan Officer. In 1991, I joined Wheat, First Securities in Williamsburg as a Financial Consultant. A year later, I was presented an attractive opportunity to help establish the Gloucester office of Davenport & Company, and have been with the firm ever since. In 1993, I joined with Keith Hudgins to form Tri-River Investment Group of Davenport & Company LLC. We are assisted in our practice by Kathy Pittman and Jessica Thomas.Tri-River Investment Group provides financial consulting and asset management solutions to individuals and their families, business owners, corporations, foundations, trusts and endowments. We are financial problem solvers who are passionate in addressing our clients’ investment interests and their individual needs. We get to know our clients intimately, because wealth management is about so much more than money. It’s about life goals, choices, and milestones that profoundly affect all aspects of one’s life as well as the lives of those closest to them.My aim is to provide guidance and oversight in helping you achieve your financial and life goals. Because I am under no pressure or obligation to recommend any particular investment, I can explore and select from a broad array of investment choices and identify those that may best fit your situation. I will help you implement and monitor your investment plan using a disciplined approach which is crafted to serve you well over time, and am committed to providing objectivity in all phases of the investment planning process.Securities and Advisory Services offered through Davenport & Company LLC.Specialties: Investment management, asset allocation, lifetime income, qualified and non-qualified plans, IRA's (traditional and Roth), SEP's, Simple IRA's, 401(k)'s, 403(b)'s, stocks, bonds, fixed and variable annuities, mutual funds, UIT's, 529 College Savings Plans...
Listed skills include Mutual Funds, Investments, Wealth Management, Asset Allocation, and 22 others.
