Teamwork and Trust, On and Off the Field
Growing up on a farm with four siblings, I learned the value of hard work early on. Equally important was the lesson that success often comes from working together as a team. These principles—teamwork and dedication—have shaped the way I approach both my life and my career. Today, my clients are an extension of that family mindset, and I take pride in building relationships that go beyond finances. I live in Green Spring, WV, with my wife, Chargenia, and our daughter, Brianna. In my free time, I serve as a referee for youth swim meets and enjoy playing basketball and volleyball, continuing my passion for teamwork on and off the field.
How I Help You
As a Partner and Financial Advisor, I focus on helping clients prepare for major financial milestones, particularly those tied to retirement planning and investment management. I work with clients on a range of key financial strategies, including retirement and pension plan analysis, Social Security and healthcare strategies, estate planning, and benefit application evaluations. My goal is to simplify complex financial processes, providing clear, actionable advice that empowers my clients to make informed decisions. With a focus on long-term relationships, I strive to ensure every client feels supported and confident as they navigate their financial journey.
My Professional Journey
After earning my degree in Business Administration with a focus in Accounting from Loyola University Maryland, I began my career as a mutual fund accountant at T. Rowe Price. In 1992, I transitioned into financial advising, where I discovered my passion for building deep, lasting relationships with clients. To enhance my experience, I earned both the CERTIFIED FINANCIAL PLANNER™ and RETIREMENT INCOME CERTIFIED PROFESSIONAL™ designations. After 30 years in the industry, I partnered with Brad Hindman to expand the services and resources available to our clients. With decades of experience and a focus on providing personalized service, I’m proud of the strong connections I’ve built and the meaningful work we do to help clients reach their financial goals.
