My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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

Areas of focus

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

Education

  • BS, Business / Economics, Western Maryland College, Westminster Maryland

Community participation

I am proud to be involved with The Friends of Folds organization which has events throughout the year to benefit The Folds of Honor Foundation. The mission of The Folds of Honor is to Honor their Sacrifice by Educating their Legacy. I served on the Golf Committee of The Friends of Folds Open for the past four years helping to raise over $500,000 which will provide much needed scholarships to the children and spouses of our fallen and disabled military heroes.

Interests

I currently reside in Phoenix, MD with my wife and two boys, ages 20 and 17. I enjoy getting out on the golf course, but much of my free time is used traveling to soccer games and golf matches in which my son competes.

I also spend time volunteering on behalf of The Folds of Honor Foundation in support of our nation's heroes who defend the freedoms we enjoy every day.

My photos

2 albums
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