Financial planning shouldn’t be complicated. I strive to simplify complicated financial topics, by helping you tune out the “noise” and make informed decisions about money that align with your goals, vision, and values.
My team’s independence enables us to do what’s in the client’s best interest, 100% of the time. We don’t sell proprietary products, have sales quotas, or answer to anyone but you. Every recommendation, strategy, or solution is based on its ability to enhance your life today and where you want to be in the future.
Before joining Capitol Financial Solutions, I earned my Masters Degree in Trust & Wealth Management from Campbell University and then went to work for some of the nation’s largest financial institutions. It was a great experience for learning the technical side of business but not so great for serving clients. Once I earned my CERTIFIED FINANCIAL PLANNER designation, I left the “corporate” world for an independent family-owned firm and never looked back.
These days I enjoy serving families who appreciate our coordinated approach - helping them integrate their investment, retirement, estate, and tax strategies into one comprehensive plan. We work alongside your existing tax, legal, and other advisors - or connect you with ours - to provide help you build wealth, protect what you’ve worked so hard for, and provide for those you love.
When I’m not in the office, you’ll typically find me hanging out with my wife, Lulu, and our black lab, “Mae.” When I have some free time, I enjoy spending time outdoors. Hunting, fishing, and racing my old BMW at Virginia International Raceway is how I decompress, stay grounded, and grateful for everything this life has to offer.