My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Community Participation

  • The Center Club -- Ex-Officio Board Member
  • The Center Club -- Young Members Committee, Chair
  • Cystic Fibrosis Foundation - Maryland's Finest, 2014
  • Living Classrooms Foundation -- Rising Star, 2012

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Charitable Giving

Experience

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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011, 2012, 2013, 2014

Education

  • Loyola University Maryland - 2001 - B.B.A., Finance (Major), Philosophy (Minor)

My Videos

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My PhotosShow Thumbnails

2014 Marland's Finest - Cystic Fibrosis Foundation

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.