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

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Family Finances




  • Bachelors of Business Administration Summa Cum Laude at Ohio University, Athens OH,

Community participation

  1. Frostburg State University Foundation
  2. Community Trust Foundation, Supporting Garrett and Allegany County, MD


  • Travel
  • Youth Sports (Baseball, Soccer and Swimming)
  • Skiing and Boating
  • Historical Sites and Events