Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

  • University of Maryland - College Park; B.S. in Accounting, 1981

Awards & recognition

  • Five Star Wealth Manager, 2015-2016, 2022-2023
  • The Capitol Bay Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Board of Advisors for The House - A Place for Youth
  • Board of Governors - Opportunities International
  • Cub Scouts of America

Interests

In my free time I enjoy spending time with my wife, Dina, my two sons, Jack and Jamie, and our dog, Lucy. Volunteering and giving back to the community is incredibly important to me. I am also a life-long learner and enjoy reading historical books and biographies. Finally, I am an avid golfer, traveler, and fan of Maryland athletics.

My photos

1 albums
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