For me, helping people make the most of the assets they have accumulated, the businesses they’ve built or the assets they’ve inherited. I enjoy guiding clients as they implement the financial strategies that help them work towards their goals. As a Partner at W3 Wealth Management, I take a comprehensive approach to wealth management. I see my role as helping people make smart decisions about their investments, insurance, and retirement plans—providing them with a greater sense of financial independence. With the US Tax code constantly changing and taxes steadily going up, my focus has increasingly become tax-focused where all the investment, insurance, retirement income planning, estate planning intersect.
With more than three decades of experience in the financial services industry, I’ve been providing financial planning services to residents of the Northern Virginia area since 1990. Since 1996 I’ve expanded my practice across the country. As a Registered Investment Representative, we’ve consistently strived to preserve and grow the hard-earned assets of our clients, many which have experienced major life changes including retirement, sale of a business, inheritance, divorce or the loss of a spouse or loved one.
