About Ted
Ted enjoys developing relationships with clients to help them identify their most important goals. He works with an advisory team to design a plan that sets clients on a path to achieve those aspirations, whether that’s a big family vacation, retirement, or paying for their grandchildren's college expenses.
Ted finds satisfaction in both the investment and planning part of his work. Analytical by nature, he likes crunching the numbers that can help clients make sound financial decisions, but he also enjoys developing a holistic wealth management strategy that can move clients closer to the future they envision for themselves and their family.
Ted lives the family life in Virginia Beach, Virginia. Outside of work, he enjoys spending time with his wife and three children, being outdoors, and fishing.
Education and Professional Milestones
- Virginia Tech - bachelor's degree in financial planning
- Old Dominion University - master of business administration
- Prior to Focus Partners Wealth, he has held roles as a portfolio advisor for WealthQuest Financial Services and as an internal wholesaler for American Funds
Ted enjoys developing relationships with clients to help them identify their most important goals. He works with an advisory team to design a plan that sets clients on a path to achieve those aspirations, whether that’s a big family vacation, retirement, or paying for their grandchildren's college expenses.
Ted finds satisfaction in both the investment and planning part of his work. Analytical by nature, he likes crunching the numbers that can help clients make sound financial decisions, but he also enjoys developing a holistic wealth management strategy that can move clients closer to the future they envision for themselves and their family.
Ted lives the family life in Virginia Beach, Virginia. Outside of work, he enjoys spending time with his wife and three children, being outdoors, and fishing.
Education and Professional Milestones
- Virginia Tech - bachelor's degree in financial planning
- Old Dominion University - master of business administration
- Prior to Focus Partners Wealth, he has held roles as a portfolio advisor for WealthQuest Financial Services and as an internal wholesaler for American Funds