At Truist Investment Services were your trusted advisor. As your Truist Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together well develop a plan designed to meet your goals. I offer my clients more than 25 years of investment management experience, and have earned the professional designation of Chartered Retirement Planning Counselor (CRPC). I follow a disciplined process of assessing my clients financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: Financial Planning Investment Management Risk Management Retirement Planning Legacy & Estate Strategies Planning for Major Purchases Managing Debt Education & College Planning Regular Portfolio Rebalancing I am a resident of Arlington, VA and a graduate of Kutztown University of Pennsylvania with a BS degree in Business Administration. 