I am an insurance agent and investment advisor because I care about people and want to make a difference in their lives.
I am an independent financial advisor who specializes in helping clients grow, protect, and distribute wealth safely and securely.
As an independent advisor, I pride myself on having the widest possible range of strategies and products so I can always do what is in the best interest of each client. To that end, I treat each client as if I were working on behalf of myself, or a sibling, parent, or grandparent.
My insurance background extends back to 2004, when my career started with providing supplemental health insurance coverage to individuals and businesses, and later as an independent agent focusing on the roll out of new Medicare Advantage and prescription drug plans. I later added life insurance and annuities licensure in 2006 and finally the Series 65 securities license in 2014.
I have a wide range of life experiences. Educated as a classically-trained musician (percussionist) and jazz drummer, I have performed for audiences on five continents, two oceans, and several seas. In addition to extensive travels which included performing as well as humanitarian aid and serving local churches worldwide, I also spent 6 ½ years custom designing worldwide concert tours for choirs, bands, and orchestras, and religious pilgrimages for church groups.
My wife and I live in Martinsburg with our three children. I offer in-person consultations as well as virtual appointments when scheduling and distance are factors.