My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I enjoy spending time with my wife, Christine, and children, Katherine, Jean-Marie, Meg and Robert.

I enjoy both domestic and overseas travel.

I am an avid golfer and was the 2014 Match Play Champion at the Fox Hollow Golf Club.

Community Participation

  • Member of Finance Council, St. Pius X Parish, Rodgers Forge, MD 2005- Present

Experience

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Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Retirement Income Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, Baltimore Magazine, 2013, 2015, 2016

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • Duquesne University - BA 1975

Previous Experience

  • I managed development programs for Catholic Relief Services in Africa, Asia & Latin America., 1978-1996

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