A registered representative of Cetera Investment Services, LLC
Working directly with credit union members since 2008, I am committed to helping our members address their needs today and help them plan for tomorrow. Since every family's financial plan is different, each plan should be tailored to fit their unique needs, especially in today's ever-changing economy. In addition to developing a customized financial strategy, I conduct regular meetings to review performance, reconfirm financial goals, and make adjustments as economic or lifestyle conditions warrant. The most rewarding part of my job is helping to provide clients with the financial confidence of structured financial plan and the freedom to spend their time elsewhere, so they can enjoy the best part of their lives.
I currently live in Virginia Beach with my wife and two boys. In my free time I enjoy listening to live music, reading, and relaxing with my family.
Business Experience- Financial professional since 2006
- Registered Representative (Series 7)
- Securities Agent (Series 63)
- Registered Investment Adviser (Series 65)
- Licensed Life Insurance, Health, and Annuities professional
- Million-Dollar Round Table member***
Check the background of this investment professional on FINRA’s BrokerCheck.
*Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
**For a comprehensive review of your personal situation, always consult with a tax or legal Adviser. Neither Cetera, nor any of its representatives may give legal or tax advice.
***The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
Investments are:
*Not FDIC/NCUSIF insured.
*May lose value.
*Not financial institution guaranteed.
*Not a deposit.
*Not insured by any federal government agency.
11742 Jefferson Ave. Suite 120 Newport News, VA 23606
757-898-0089