Qualifications
For more than 30 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 30 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