Before founding The Legacy Advisor Group with my partners in 2024, I worked with them at Equity Concepts after being introduced by a friend in my men’s Bible Study in 2016. Before becoming an advisor, I spent 15 years in the corporate world, working first as a Financial Analyst and then as an investment consultant for different money managers like Franklin Templeton and Pioneer Investments. I was ready for a change, though, and wanted to settle down and be more present and involved with my family. I also wanted to work with people and found that those on this team were some of the best. My team and our clients are like family to me; we want the best for our family and will always take care of our family. As a Marine, I live by the Marine Corps motto of Semper Fidelis, Always Faithful. I am always faithful to my family.
I have a degree in Business and Finance from Virginia Tech and have achieved my AIF designation. In my free time, I enjoy spending time with my family and being outside, especially hiking, hunting, and playing golf. My wife and I have three kids and I am kept busy being a Scout Master, participating in activities at our church, and in both local and international mission work.