As your financial director, I pride myself in providing exceptional customer service based upon the highest standards and principles within the financial industry. I have lived and worked in the Charlottesville area since 1996. I currently have over 350 physicians as clients, most of whom have walked through the doors at the University of Virginia. However, I have clients all across the nation.

I offer a broad range of financial services and products, and my team and I are committed to providing outstanding customer service and individualized attention. Our goal is to provide our clients with a custom, tailored financial strategy that is pertinent to his or her physician career stage.