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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Financial Advisor
  • Business Financial Advisor

Education

  • Anne Arundel Community College A.A.,1991
  • Towson University B.A., 1994

Community participation

  • Selby on the Bay board

Interests

  • Time with friends, family and community
  • Boating in Annapolis
  • Spending time with my daughter and wife
  • Cars, gardening
  • Enjoying the eastern shore in ocean city