As a fiduciary adviser at a non-captive, independent RIA, I offer clients the freedom and flexibility that only true independence allows. Our planning-first, team-based approach means every recommendation is made in your best interest - with no proprietary products, no corporate agenda, and no one-size-fits-all advice.
I believe every client deserves more than just a single point of contact - which is why I ensure each relationship is supported by at least two advisers from day one. While I lead all new client relationships in the DMV, our team-based model brings in the added strength of a second adviser for collaboration, a CPA for integrated tax-aware planning, dedicated researchers, and an in-house client service team for day-to-day needs.
Based in Arlington, VA, I enjoy meeting with my clients in person, although I am flexible to work virtually as the working relationship requires. With clients across the DMV area and our home office located in North Carolina, I have been able to service clients without distance getting in the way. I specialize in helping federal employees, families in transition, and professionals who want thoughtful planning and long-term partnership - not just performance reports.
Outside of work, I enjoy time with my wife exploring the outdoors and new cuisines, working on my golf game, and living the life we're planning for, too. If you're looking for an adviser who brings transparency, flexibility, and a full team to your corner -I'd love to connect.
At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 90 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals. Our fiduciary-based approach ensures that your best interests are always our top priority. From retirement planning to investment management, we empower you with the clarity, confidence, and tools to achieve lasting financial peace. Together, we build more than plans we build trust for a lifetime.
General Information |
| Firm Start Year: | 2018 | |
| No. of Employees: | 5-9 | |
| automated call: | Yes |
| Insurance License#: | 17097875 |
| Name of Custodial Firm: | Fidelity |
| States Licensed in: | VA, MD, NC, NY |
| Work Experience: |
I started my career in financial services over a decade ago at a major insurance and investment firm, where I gained deep experience in protection and investment planning. It was a strong technical foundation, but I knew early on that I wanted to go beyond product-focused work and build comprehensive plans that help people make progress across all areas of their financial life. That led me to transition into a more holistic planning environment - incorporating cash flow strategies, tax-efficient investing, and more advanced planning techniques. After gaining experience in both large organizations and boutique firms, I made the strategic decision to join the independent RIA, BSG, alongside the original advisers that I trained with at the very start of my career. That move brought everything full circle - partnering with a team I trust, in a structure that supports independent, non-captive, client-first advice. I'm proud to have built long-term relationships with clients who value straight answers, complete transparency, and a personal connection with their adviser. I see myself as a long-term partner - not just a manager of assets - and I wouldn't have it any other way. |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Our Office, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Long Term Care, Disability |
Firm Information |
| Firm's Number of Clients: | 500+ |
| Firm's Number of Planning Clients: | 250+ |
| Assets Managed by Firm: | $100,000,000+ |
| Advisor's Number of Clients: | 100+ |
| Advisor's Number of Planning Clients: | 35+ |
| Assets Managed by Advisor: | $20,000,000+ |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
Board Positions |
| Organization : | ECU Alumni Association for DMV Chapter |
| Position : | President |
| Duration : | 2015-Present |
Education |
| BSBA Financial Management | East Carolina University 2008-2012 |
FAQs |
How do you charge for your services?Before any business is conducted, we're fully transparent about cost. We provide every prospective client with a clear breakdown of what to expect: no hidden investment fees, no sales commissions, and no surprises. For financial planning, we charge a flat-fee based on the complexity of your situation and the level of time and attention required. This isn't hourly - instead, we use a standardized rubric to determine the cost of a 12-month planning engagement. That includes the delivery of a custom financial plan and ongoing access for meetings, updates, and advice throughout the year. For investment management, we charge a fair and competitive all-in advisory fee based on the assets we manage for you. The exact rate depends on your portfolio size, accounts involved, and the level of service you need - but everything is disclosed clearly up front, so you'll know exactly what you're paying and what you're receiving. |
What services do you provide? What are your specialties?My specialty is financial planning - focused on what the client is most interested in. My team and I provide comprehensive financial planning and investment management tailored to each client's goals and life stage. Our services include retirement planning, investment management and advice, TSP and 401(k) rollovers, tax-aware investment strategies, education funding, insurance analysis, estate planning coordination, and overall cash flow optimization. We specialize in helping federal employees, growing families, and professionals who are looking for more than just portfolio performance - they want clarity, structure, and long-term guidance. |
What financial institution(s) do you represent?My firm and I are not represented by - or married to - any investment or insurance company, we operate with virtually unlimited flexibility. That means we match the right solutions to each client, not the other way around. We don't sell proprietary products - our advice is fully independent, personalized, and always in your best interest. We custody our assets with Fidelity, one of the most respected custodians in the industry. Their technology, tools, and support allow us to deliver a smooth, secure, and modern client experience. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1893073/wiseradvisor-bsg-advisers-detailed-disclosure.html |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Accepting all 50 states. Primarily focused on Northern Virginia, DC, Maryland suburbs of DMV and Raleigh, NC Metro |
| Check | Money Order |
| Bank Transfer | Visa |
| MasterCard | American Express |
| Discover | |
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