I help individuals and families at INOVA Financial Advisors
located at INOVA Federal Credit Union reach their financial goals and increase
their financial confidence by providing financial advice based on my experience
in the industry. I accomplish this by creating realistic and detailed financial
plans tailored specifically to their unique situation and goals. I am deeply
committed to my clients’ financial wellbeing, and I strive to listen intently
to their needs and concerns in order to provide them with just the right help
for their circumstances.
As a financial advisor, I want to share my passion for
financial planning that improves the financial wellbeing of our members. I believe everyone should have the
opportunity to sit down with a financial advisor to design a personalized
financial plan as a roadmap to guide them to and through retirement. Financial planning is an ongoing process, as
life changes so should your plan, which is why we always want to review
periodically to make sure you are on track.
In my spare time, I enjoy participating in a variety of
charity events usually in the form of running a 5K. I also enjoy many outdoor
activities such as kayaking, biking and golf.
I married in 2016 to my wife, Stephanie.
We are both from the Elkhart area and have been our whole lives.
My Education:
- B.S. Finance, Indiana University South Bend 2015
Career Highlights:
- Financial Services Industry since 2017
- Life Insurance industry since 2016