Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • East Carolina University, Bachelors

Community participation

Actively participate in support & coordination of the Eye of the Hurricane Foundation in Baltimore. Their mission is to help, improve and expand the lives of our nation's youth. Specifically, children of lesser means.

Interests

  • Spending time with family & friends
  • Playing outside with my 3 kids
  • Coaching my son's basketball team
  • Anything outdoors!