Focus Areas
- Corporate Benefits & Retirement Plans
- Estates & Trusts
- Financial & Retirement Planning
- High-Net-Worth Individuals
- Investment Portfolio Management
30
Years
Professional Experience
- B.S. in Accounting, Virginia Commonwealth University
- Masters of Taxation, Virginia Commonwealth University
- American Institute of Certified Public Accountants (AICPA)
- Virginia Society of Certified Public Accountants (VSCPA)
- Personal Financial Planning Section of AICPA
- Richmond Estate Planning Council
- Richmond Private Business Study Group
- Registered Investment Advisor Representative, Series 65
- Board Director, Goodwill Industries of Central Virginia, Inc.
- Board Director and Treasurer, Bull Run Hunt, Inc.