During my twenty-five years as an investment broker.
I’ve seen many friends and colleagues procrastinate on making a financial plan, leading to less freedom and security for themselves and their families in the future.
Now, as an independent financial coach and consultant, I help non-profit and faith-based organizations and individuals to achieve wealth and income security by giving them access to the tools and resources that best meet their needs. I’m especially interested in working with people who, for whatever reason, don’t have easy access to a financial fiduciary.
Prior to my career in the financial services industry, I served with distinction as a U.S. Air Force officer for twenty-four years. I’ve also been an adjunct professor, human resources development manager, financial manager, vice chairman of Cameron Station Credit Union and small-business owner. I have a bachelor of science degree from Southern Illinois University, a bachelor’s degree in business administration from the University of Maryland and an MBA from Webster University. I’m also a graduate of the Industrial College of the Armed Forces.
I’ve lived in Alexandria, Virginia, for over thirty years and enjoy giving back to my community. I was vice chairman of the Alexandria City School Board for two terms and volunteer with several local non-profit organizations. I have four outstanding children and enjoy reading, hiking, and spending time with friends and family.