Which skill or insight consistently gives you an edge in your industry? Twenty-eight years of experience and a genuine commitment to the profession. I helped create the Financial Planning and Wealth Management Program at George Mason University, served as president of the Financial Planning Association’s National Capital Area chapter and co-host the Live Greater View Podcast, where I discuss a range of financial topics. I have also been featured in InvestmentNews, Washingtonian Magazine, Arlington Magazine and Northern Virginia Magazine. That depth of experience allows me to talk honestly and directly with clients while keeping focus on the bigger financial picture. 

What part of your profession inspires you most? Helping people achieve their goals. I work with individuals, families and small businesses to create and pursue financial goals that align with their vision for the future. At VLP Financial Advisors, an independent firm with $1.5 billion in assets under administration (as of 1/21/2026 through Cetera Wealth Services LLC.), our entire model is built around helping clients live greater at every life stage. 

Is there a guiding philosophy that shapes your approach to leadership? Be available. To employees, to students exploring the profession and to peers across the industry. I view challenges as opportunities to help people learn and grow, and that philosophy extends directly from the mentorship I received from Bruce Vaughn, founder of VLP Financial Advisors, whose influence shaped how I lead and serve. 

Beyond AI, how is your field evolving right now? Technology continues to make advisors more efficient, and that should translate directly into the ability to serve more clients at a higher level. The firms that embrace those tools thoughtfully will be better positioned to deliver the personalized, high-quality service clients expect. 

How do you use your platform to support your colleagues and community? By sharing knowledge. Helping colleagues strengthen their understanding of financial planning, mentoring students entering the profession and contributing to the broader advancement of the industry are responsibilities I take seriously. 

As a Power Player, where in your city do you go to unwind or connect? Time with friends and family in Northern Virginia is where I recharge. Those relationships are the foundation of everything, personally and professionally. In a fast-paced industry, those moments help me recharge, stay grounded and reconnect with what matters most.

DISCLAIMER:
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

VLP Financial Advisors
703.356.4360
vlpfa.com
8391 Old Courthouse Rd., Ste. 203, Vienna, VA 22182