Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Small Business
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Executive Certificate in Financial Planning , Georgetown University

Education

  • B.S., Finance and General Business, University of Maryland, College Park, MD

Interests

  • Spending time with family and friends
  • Traveling
  • Reading
  • Playing Sports and Chess

Community participation

  • The Art of Living Foundation, Member/Volunteer
  • DW Green Institute, Board Member