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
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Small Business
  • Insurance
  • Cash Flow Management Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • College for Financial Planning, Chartered Retirement Planning Counselor
  • University of Maryland College Park, Bachelors of Science, Industrial Education

Interests

  • Married to Jean: 2 children, 4 grandchildren
  • Love to travel and spend time on the water
  • Performance water skier
  • Avid reader

Professional associations

  • Financial Planning Association