I joined the team in 2020 while we were a part of Equity Concepts before founding The Legacy Advisor Group with my partners in 2024. I had been working with another financial services firm, but was drawn to this team because of their commitment to creating financial plans with clients over and above picking investments. I learned the importance of financial planning and having a good relationship with a financial advisor through some of my own experiences at a young age. Because of my experiences, I resolved to become an advisor who cares for clients in their personal lives, when it isn’t just about the numbers. I love being able to collaborate on finances and am known to nerd out on spreadsheets, but also appreciate getting to share in clients’ joy when we reach important milestones, whatever those may be.
I am involved in both local and international mission work, particularly through RVAHope and Effective Ministries/LINK, with whom I have traveled to Niger, Africa several times. In my free time, I am an ice hockey enthusiast, having either played or coached for as long as I can remember. My wife and I are both Hokies and enjoy Virginia Tech football, but we especially like watching ice hockey and figure skating with our girls.