As an independent comprehensive wealth management and retirement planning specialist I enjoy working with individuals, families and businesses (401k plans, deferred comp, buy-sell funding) to accumulate, grow and, when needed, distribute investment assets in retirement years or to beneficiaries.
For two decades I’ve been working to help my clients attain, grow and preserve their wealth. I advise clients on how to generate income when needed by implementing proven strategies, including insurance, estate planning and generational transfers. Collaborating with my clients on these strategies and tactics is a time-tested process that provides them with insight into a changing and complex investment arena.
At Lighthouse, we are motivated by personal integrity and commitment to our clients; and, as a private wealth management firm, we provide regularly scheduled, unbiased overall financial reviews with no proprietary products to push. We advise our clients based on their needs and financial goals.
In addition to holding the Certified Financial Planner and Retirement Income Certified Professional designations, I am also the senior partner in the firm. This presents you with the opportunity to take advantage of resources and expertise often found in large national firms in a much more client-centered and personal setting.
Outside of the office, my wife Ellen and I enjoy traveling, entertaining, sports activities, and making new friends. As a Virginia Tech Hokie, I support my alma mater and the friends I've made through the years.