My passion for helping people with their money began in 1998 at an internship in the Planned Giving Department of The University of Virginia. Charitable planning inspired me to become a financial advisor so I could continue to help people put their money to good use for themselves, their families, and their community.
After college, I became one of the youngest CFP® professionals in the country and worked for ultra-wealthy families in the Washington, D.C. area. My clients included an NFL team owner, a former IRS commissioner, a Supreme Court Justice, a Governor, and a member of the Federal Reserve Board. This experience exposed me to tax strategies and tax return preparation along with sophisticated wealth management.
In 2005 I moved back to southern Virginia and opened up my financial planning practice. My goal has always been to make a difference in my client’s lives as well as my community. I believe that financial planning does not have to be complicated, thus Envision Wealth Management was born and continues to find ways to improve our client’s lives while simplifying the financial planning process.
What is most important to me is my wife, Alyssa, our two energetic children, and supporting our local community. If I am not helping a client, with my family, or working for my community, I enjoy taking care of my two saltwater fish tanks, growing corals, and sailing. One unique feature of our family is that we have seven adopted cats running around our house and yard. If you think that is way too many, I agree but don’t tell my wife.