Qualifications

For more than 26 years I’ve provided my clients in-depth financial solutions in a wide
variety of areas. My job is to understand your goals, concerns and timeframes,
provide you with tailored financial solutions designed specifically for your situation, and help you make well informed financial decisions that can ultimately help you be more financially secure.

 Professional Services

Investment Management

Retirement Planning Strategies

Estate Growth and Conservation Strategies

Life Insurance, Disability Insurance and Long-Term Care Protection

College Funding Strategies

Business Owner Financial Strategies

401(k) Plans

Company Group Benefit Plans

Professional Qualifications

FINRA Series 7, 63 and 65 Licensed

Life/Health Insurance, Variable Annuity Licensed

Licensed to Conduct Business in VA, NC, GA and FL.

More than 22 Years of Experience in the Financial Strategies Field

Personal

Born and Raised in Richmond, VA

Graduate of Virginia Commonwealth University

Graduate of the Stonier Graduate School of Bank Management, Rutgers University

Married to Lisa Durham Ritchie, with 2 sons, Nicholas and Owen

Resides in Midlothian, VA