Wealth Advisor with Hyre Personal Wealth Advisors, an independent practice. Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Graduated from Virginia Commonwealth University with a BS in marketing in 1988. Upon graduation, I began a 17-year career in sales and marketing management with Merck, ultimately rising to the position of Senior Region Business Director, responsible for a 180-person sales region.In 2006, I made a career change to pursue my passions for investing and helping others plan for and attain their financial dreams. I joined Edward Jones as a Financial Advisor, focusing on the investment needs of individual investors and small businesses. In 2010, I joined Hyre Personal Wealth Advisors to gain independence and a greater ability to provide more holistic investment advice for my clients, with complete objectivity.I pride myself on taking a comprehensive approach to understanding client needs and developing appropriate plans to help clients achieve their financial goals. Clients experiencing major life events, such as changing jobs, preparing for retirement, going through divorce, or losing a loved one, have all benefited from my ability to listen and translate individual needs into an integrated, personalized and understandable plan.I hold Series 7, Series 63 and Series 65 securities licenses. Additionally, I am Life and Health insurance licensed.Specialties: Wealth Management Advisory and Financial Planning.Retirement Strategies and Income Distribution.Proficient in Modern Portfolio Theory, Fundamental Analysis and Asset Allocation.Effective Public Speaker.Accomplished Sales and Marketing Executive with Broad Experience.