Your Team

Based in the Norfolk, Virginia, area, my firm serves local, regional, and national clients. I am a steadfast advocate for individuals who seek more than just investment advice—they seek a legacy. With two decades of experience at the helm of Lineage Wealth Management, I have refined a "Serve First" approach that transforms complex financial challenges into clear, actionable roadmaps. My leadership is defined by a commitment to "The Lineage Experience," a high-touch process designed to give clients the ultimate luxury: the freedom to step away from their spreadsheets and spend time on what they love.

By blending deep technical experience with an unwavering focus on personal values, I strive to ensure every client walks away confident that their financial future is as planned as it is intentional. My commitment to a "Serve First" philosophy originated during my service in the United States Army's 3rd Infantry Division, 3rd Squadron, 4th Cavalry Regiment in Germany. During my time as a Combat Arms Tank Gunner, I developed a profound dedication to leadership and an exacting attention to detail—traits that seamlessly carried over into my career as a financial planner and, ultimately, Managing Partner.

Outside the office, my wife and I enjoy spending time together watching movies, attending racing events, and enjoying her home-cooked cuisine.

My career in financial services began in 2010, when I entered the financial services industry as a liaison supporting the top representative in West Michigan for MetLife Financial Services. That experience sparked a passion for helping individuals and business owners make thoughtful, strategic decisions about their financial future.

In 2017, I earned my Life, Health, Property, and Casualty licenses and launched my own agency, specializing initially in Property and Casualty. As my experience grew, so did my passion for working with business owners. I expanded into the commercial space, partnering with reputable independent insurance firms to customize the needs of businesses and help successful business owners navigate risk, growth, and long-term planning. That experience ultimately revealed where my greatest passion lies: helping successful people make smarter decisions with their wealth and create something that extends far beyond themselves.

In 2024 I moved to Virginia Beach, Virginia to continue my education at Regent University and to pursue the next chapter of my career with Lineage Wealth Management. Today I bring more than a decade of experience in retirement planning and insurance needs in helping successful people think beyond the immediate financial decisions, who want to make smarter choices with their wealth, turning their capital into living their future dreams. Through the Lineage Experience, I facilitate fluid intergration with documentation, proceedures, and schedules as an Executive Assistant to Peter Workman as well as the firm's Insurance Consultant with Lineage Wealth Management. I coordinate a values-based planning approach designed to connect wealth with what matters most; while creating intentional strategies for legacy, generational wealth and lasting impact. I believe the most meaningful planning begins with understanding YOUR core values intrinsic to each individual.

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The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.