My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

  • Gourmet Cooking (completed a culinary degree)
  • Rock Climbing
  • History & Literature
  • Wine & Cigar Tasting
  • Like to tramp Civil War battlefields
  • Brazilian Jiu-Jitsu

Community Participation

Cub Scout Den Leader, Pack 1111, Elkridge MD

Member of St. Augustine Roman Catholic Parish in Elkridge Maryland.

Areas of Focus

  • Investments
  • Saving for Education
  • Retirement Plan Distribution

Experience

14

Awards & Recognition

  • Ameriprise Circle of Success, 2009, 2010, 2011
  • FIVE STAR Wealth Manager1, 2013, 2014

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Loyola University B.A. History and Political Science, 1991
  • University of Maryland B.A. Secondary Education, 1992
  • Baltimore International College, B.A. Professional Cooking and Baking, 1999
  • College for Financial Planning, CRPC, 2007