Advisor profile


What you can expect when you work with me

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.

Get started
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Sport Management, Mount St. Mary's University, Emmitsburg, MD

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2015-2018
  • Financial Advisor, Park Avenue Securities, 2018
  • Financial Advisor, Merrill Lynch, 2019-2022

Community participation

  • Donovan Catholic Basketball Program
  • Cystic Fibrosis Foundation

Interests

I enjoy spending time with my wife, Heather, and son, Sonny. We are expecting our baby girl in October. I like going to the beach, watching and playing all sports, and traveling with my family. I am active in the Donovan Catholic basketball community. I also am involved in the Cystic Fibrosis Foundation.