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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS (Finance), Colorado State University

Community participation

Chesapeake Bay Foundation

  • Maryland Food Bank
  • Message of Hope, Baltimore

Interests

Along with my wife Jen, who is a small business owner, and our two sons Cole and Reed and our dog Penny, we enjoy navigating the Chesapeake Bay searching for the perfect place to anchor down and enjoy all the Maryland has to offer.