Providing Financial Planning & Investments to Individuals and Businesses
Allow me to introduce myself…
I have been married to my bride Diana for 32 years, and we are blessed with 5 wonderful children. Our eldest daughter Ashley graduated from Old Dominion University, and is married to Nathan--they just had our first Grandchild in 2018! My eldest son Bill graduated from James Madison University with a degree in Accounting and is a CPA working Corporate Tax at a VA Beach Tax & Accounting Firm. Zach finished a Pre-Med/Biology Degree at Penn State, and is working in the Physical Therapy field in Virginia Beach. Jacob is in his second year at Virginia Tech studying Chemical Engineering...and my last son "in the nest" (Luke) is an athlete and Honor Student at Hickory High School.
I am an active member of the community serving where my time permits. I am currently the President of the Duke University Alumni Club of Hampton Roads, keeping the Duke community live and active in the area. I am also a Member of the Hampton Roads Chamber of Commerce, and I have served several years as Chairman, President, and other leadership positions for the Financial Planning Association of Hampton Roads. I recently completed a five year tenure as my church's Men's Ministry Leader.
As far as my education endeavors go… I completed my graduate studies at Duke University, located in Durham, NC. I earned a Masters Degree in Business Administration (MBA). During my term at Duke, I was fortunate to serve as MBA Class President for two years and was honored to provide the Commencement Address at graduation. My undergraduate studies were completed at The Citadel, located in Charleston, SC. I graduated Summa Cum Laude with a Bachelors Degree in Business Administration, with an emphasis in Accounting, and a Minor in Military & International Affairs.
I have fulfilled the requirements of the Certified Financial Planner Board of Standards, Inc. to be a CERTIFIED FINANCIAL PLANNER™ professional.
I hold securities licenses that enable me to assist clients in Virginia & North Carolina, as well as in several other states throughout the United States, Please feel free to contact my office to answer any questions, or to obtain additional details.
My assistant Sonia can be reached at 757-431-2929 Ext.109 to schedule a time to meet me personally, or simply email me at [email protected].
Waddell & Reed is not affiliated with any other entities referenced herein.
Sonia is not employed by Waddell & Reed, but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 09/18