A registered representative of Cetera Investment Services, LLC

Having worked with Langley Investment Services since 2012, I am dedicated to providing my clients with personalized service to help them achieve their lifetime goals. Whether their desire is to accumulate for wealth, invest for income, save for retirement, or devise an estate plan, I strongly believe in the importance of building client relationships first. Understanding my clients’ financial objectives, priorities, and investment constraints, will help me to devise a customized investment strategy, specifically designed for them.

This comprehensive, client-centered approach to financial planning helps clients to make well-informed decisions on what types of investments are in their best interests. Regular meetings are an integral part of this process, so we can discuss performance, reevaluate goals, address any new life events, and reassess risk levels in conjunction with changing economic events.

I grew up in Hendersonville, TN, where I gained my appreciation for nature and the outdoors. Although I have lived up and down the east coast from NH to FL, my two children and I have called Yorktown, VA our home since 2003. When I am not working, I enjoy the outdoors, hiking, exercising, and spending time with family.

Designations and Degrees

• Bachelor’s Degree in Finance from Southern New Hampshire University
• Certified Financial Planner™
• Chartered Federal Employee Benefit Consultant

Business Experience

• Financial professional since 1996

Licensing and Training

• Registered Representative (Series 7)
• Registered Investment Adviser (Series 66)
• Registered General Securities Principal (Series 24)
• Licensed Life Insurance, Health and Annuities professional

Check the background of this investment professional on FINRA’s BrokerCheck.