With nearly two decades of experience in the financial services industry, I have dedicated my career to helping individuals, families, and business owners achieve their financial goals. My expertise spans banking, operations, insurance, investments, and comprehensive financial planning.
As a Principal at W3 Financial Group, I work alongside a team committed to providing personalized financial advice and strategic guidance. We serve clients throughout Ashburn, Virginia, and the greater Northern Virginia area, delivering holistic financial solutions tailored to their unique needs. From investment strategies and retirement planning to risk management and wealth preservation, my focus is on helping clients make informed financial decisions that align with their long-term aspirations.
I am a Registered Representative of Valmark Securities Inc., a member of the Financial Industry Regulatory Authority (FINRA), and an Investment Advisor Representative of Valmark Advisers Inc. I also hold Series 7 & 66 registrations along with Life, Health, and Variable insurance licenses, equipping me to offer well-rounded financial guidance.
Believing in continuous learning, I have earned the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services, allowing me to provide clients with advanced financial planning strategies that evolve with industry trends.
Whether you’re an entrepreneur, professional, or retiree, I am committed to helping you build and protect your financial future. If you’re looking for a trusted financial advisor in Ashburn, Virginia, my team at W3 Financial Group is ready to provide the insights and solutions to support your financial success.
