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

Areas of focus

  • Tax Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Investment Management
  • Small Business
  • Cash Flow Management Strategies
  • Family Finances
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA Certified Public Accountant
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Bachelor of Science, Finance, University of Maryland - College Park, 2008
  • Bachelor of Science, Accounting, University of Maryland - College Park, 2008
  • Masters of Science, Taxation, American University, 2012

Interests

I enjoy spending time with my wife, Allison, our daughter, Peyton, our dog, Laci, and our families and friends. We love being outdoors, where we can be found golfing, running, and boating on the Eastern Shore of Maryland in the summer time. I also play lacrosse in a masters men's league.