Virginia has worked in financial services and wealth management for close to a decade. She was previously based out of the Raleigh, NC area prior moving to Colorado in the summer of 2021. She holds a Certified Financial Planner® designation, which she acquired after graduating from North Carolina State University with a Bachelor’s in International Studies. Virginia also holds FINRA licenses 7, 63, and 65, as well as Life, Accident, and Health Insurance licenses.
Virginia is passionate about igniting positive change in the lives of those she works with. Her focus is partnering with individuals, families, and business to help them realize their financial goals. This includes selecting appropriate investments to match future goals, building retirement income plans, and talking through the tax strategies and estate plans to help clients best achieve their definition of success.
She is enjoying the active Colorado lifestyle by spending time with family, hiking, snowboarding, and skydiving. She also enjoys travel, reading, and learning new skills.
Help Center
